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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 | $5,036 | $36,916-86.4% | $156,551-96.8% | $57,658-91.3% |
| Participation rate | 91.3% | 63.4%+27.9pp | 84.0%+7.3pp | 70.2%+21.1pp |
| Annual return | 6.49% | 12.38%-5.9pp | 32.23%-25.7pp | 5.13%+1.4pp |
| Employer contribution / active EE | $202 | $1,571-87.1% | $5,501-96.3% | $1,974-89.8% |
| Participant deferral / active EE | $939 | $1,926-51.2% | $4,871-80.7% | $3,061-69.3% |
| Admin fee / account holder | $3 | $82-96.5% | $13,028-100.0% | $95-97.0% |