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Annual investment return 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,884 | $55,453-82.2% | $170,435-94.2% | $62,293-84.1% |
| Participation rate | 77.7% | 66.4%+11.3pp | 83.6%-5.9pp | 69.5%+8.2pp |
| Annual return | 10.91% | 21.38%-10.5pp | 205.94%-195.0pp | 28.90%-18.0pp |
| Employer contribution / active EE | $1,527 | $2,164-29.4% | $5,432-71.9% | $2,042-25.2% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $455-100.0% | $13,881-100.0% | $479-100.0% |