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Participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,920 | $47,180-72.6% | $149,723-91.4% | $74,473-82.7% |
| Participation rate | 88.4% | 63.4%+25.0pp | 78.8%+9.7pp | 70.7%+17.7pp |
| Annual return | 16.03% | 22.75%-6.7pp | 134.50%-118.5pp | 34.36%-18.3pp |
| Employer contribution / active EE | $678 | $1,907-64.5% | $4,821-85.9% | $2,638-74.3% |
| Participant deferral / active EE | $286 | $2,730-89.5% | $5,682-95.0% | $4,530-93.7% |
| Admin fee / account holder | $0 | $343-100.0% | $13,215-100.0% | $347-100.0% |