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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,604 | $55,453-89.9% | $170,435-96.7% | $62,293-91.0% |
| Participation rate | 91.2% | 66.4%+24.8pp | 83.6%+7.6pp | 69.5%+21.6pp |
| Annual return | 17.21% | 21.38%-4.2pp | 205.94%-188.7pp | 28.90%-11.7pp |
| Employer contribution / active EE | $354 | $2,164-83.7% | $5,432-93.5% | $2,042-82.7% |
| Participant deferral / active EE | $718 | $2,303-68.8% | $4,939-85.5% | $3,169-77.3% |
| Admin fee / account holder | $5 | $455-98.8% | $13,881-100.0% | $479-98.9% |