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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 | $7,071 | $58,888-88.0% | $178,499-96.0% | $73,493-90.4% |
| Participation rate | 91.8% | 66.2%+25.6pp | 81.9%+9.9pp | 70.7%+21.1pp |
| Annual return | 17.24% | 24.86%-7.6pp | 151.10%-133.9pp | 28.51%-11.3pp |
| Employer contribution / active EE | $407 | $2,236-81.8% | $5,011-91.9% | $2,270-82.1% |
| Participant deferral / active EE | $815 | $2,568-68.2% | $5,202-84.3% | $3,740-78.2% |
| Admin fee / account holder | $54 | $400-86.4% | $13,986-99.6% | $513-89.4% |