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Employer 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,202 | $45,050+2.6% | $63,018-26.7% | $70,126-34.1% |
| Participation rate | 93.5% | 69.5%+24.0pp | 74.8%+18.7pp | 69.5%+24.0pp |
| Annual return | 19.80% | 18.76%+1.0pp | 87.62%-67.8pp | 73.15%-53.3pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,076 | $2,466+65.3% | $3,330+22.4% | $3,332+22.3% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,601-100.0% | $4,645-100.0% |