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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,200 | $58,895-79.3% | $178,503-93.2% | $73,497-83.4% |
| Participation rate | 75.4% | 66.2%+9.2pp | 81.9%-6.5pp | 70.7%+4.7pp |
| Annual return | 15.02% | 24.86%-9.8pp | 151.12%-136.1pp | 28.51%-13.5pp |
| Employer contribution / active EE | $1,674 | $2,236-25.1% | $5,011-66.6% | $2,270-26.3% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $400-100.0% | $13,987-100.0% | $513-100.0% |