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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $4,590 | $46,360-90.1% | $147,617-96.9% | $52,331-91.2% |
| Participation rate | 95.7% | 64.9%+30.8pp | 84.6%+11.1pp | 68.1%+27.6pp |
| Annual return | -0.37% | 1.62%-2.0pp | 61.98%-62.4pp | 4.54%-4.9pp |
| Employer contribution / active EE | $199 | $2,126-90.6% | $5,564-96.4% | $1,882-89.4% |
| Participant deferral / active EE | $960 | $2,258-57.5% | $4,895-80.4% | $3,022-68.2% |
| Admin fee / account holder | $3 | $766-99.6% | $11,612-100.0% | $592-99.5% |