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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 | $55,470-84.1% | $155,556-94.3% | $74,478-88.2% |
| Participation rate | 88.9% | 61.9%+27.0pp | 78.2%+10.7pp | 67.2%+21.7pp |
| Annual return | 12.96% | 269.80%-256.8pp | 64.84%-51.9pp | 1370.56%-1357.6pp |
| Employer contribution / active EE | $1,830 | $2,267-19.3% | $4,675-60.9% | $2,626-30.3% |
| Participant deferral / active EE | $1,041 | $2,838-63.3% | $5,631-81.5% | $4,350-76.1% |
| Admin fee / account holder | $4 | $1,744-99.8% | $15,885-100.0% | $1,946-99.8% |