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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $13,684 | $55,470-75.3% | $155,556-91.2% | $74,478-81.6% |
| Participation rate | 72.3% | 61.9%+10.4pp | 78.2%-5.9pp | 67.2%+5.1pp |
| Annual return | 14.79% | 269.80%-255.0pp | 64.84%-50.0pp | 1370.56%-1355.8pp |
| Employer contribution / active EE | $1,407 | $2,267-37.9% | $4,675-69.9% | $2,626-46.4% |
| Participant deferral / active EE | $694 | $2,838-75.5% | $5,631-87.7% | $4,350-84.0% |
| Admin fee / account holder | $0 | $1,744-100.0% | $15,885-100.0% | $1,946-100.0% |