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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,304 | $47,977-88.9% | $154,111-96.6% | $56,287-90.6% |
| Participation rate | 91.7% | 66.2%+25.5pp | 83.0%+8.6pp | 69.9%+21.8pp |
| Annual return | -4.36% | 3.54%-7.9pp | 735.18%-739.5pp | -9.96%+5.6pp |
| Employer contribution / active EE | $370 | $2,169-82.9% | $5,298-93.0% | $2,111-82.5% |
| Participant deferral / active EE | $740 | $2,392-69.1% | $5,081-85.4% | $3,350-77.9% |
| Admin fee / account holder | $15 | $438-96.6% | $13,411-99.9% | $521-97.1% |