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Participant contribution per participant 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 | $14,534 | $55,122-73.6% | $104,639-86.1% | $73,497-80.2% |
| Participation rate | 99.0% | 67.7%+31.3pp | 74.1%+24.9pp | 70.7%+28.3pp |
| Annual return | 12.41% | 24.77%-12.4pp | 340.67%-328.3pp | 28.51%-16.1pp |
| Employer contribution / active EE | $2,515 | $1,464+71.7% | $2,682-6.2% | $2,270+10.8% |
| Participant deferral / active EE | $520 | $2,919-82.2% | $3,738-86.1% | $3,740-86.1% |
| Admin fee / account holder | $82 | $423-80.7% | $6,465-98.7% | $513-84.1% |