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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 | $8,797 | $55,472-84.1% | $155,567-94.3% | $74,546-88.2% |
| Participation rate | 88.9% | 61.9%+27.0pp | 78.2%+10.7pp | 67.2%+21.7pp |
| Annual return | 12.96% | 268.72%-255.8pp | 64.74%-51.8pp | 1366.03%-1353.1pp |
| Employer contribution / active EE | $1,830 | $2,269-19.3% | $4,674-60.8% | $2,624-30.3% |
| Participant deferral / active EE | $1,041 | $2,838-63.3% | $5,628-81.5% | $4,347-76.1% |
| Admin fee / account holder | $4 | $1,743-99.8% | $15,916-100.0% | $1,944-99.8% |