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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 | $6,197 | $106,236-94.2% | $112,263-94.5% | $64,824-90.4% |
| Participation rate | 99.4% | 71.7%+27.8pp | 75.1%+24.4pp | 71.5%+28.0pp |
| Annual return | 5.58% | -6.02%+11.6pp | 27.49%-21.9pp | 32.84%-27.3pp |
| Employer contribution / active EE | $905 | $3,167-71.4% | $3,636-75.1% | $2,507-63.9% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $4,729-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $452-100.0% | $6,410-100.0% | $188-100.0% |