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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 | $21,065 | $91,439-77.0% | $135,974-84.5% | $71,511-70.5% |
| Participation rate | 93.4% | 75.7%+17.7pp | 81.9%+11.5pp | 67.9%+25.5pp |
| Annual return | 25.08% | 29.90%-4.8pp | 68.30%-43.2pp | 28.86%-3.8pp |
| Employer contribution / active EE | $2,524 | $3,705-31.9% | $4,859-48.1% | $2,589-2.5% |
| Participant deferral / active EE | $4,518 | $7,093-36.3% | $7,760-41.8% | $4,291+5.3% |
| Admin fee / account holder | $0 | $1,267-100.0% | $10,767-100.0% | $1,588-100.0% |