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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 | $13,724 | $55,457-75.3% | $77,361-82.3% | $94,015-85.4% |
| Participation rate | 100.0% | 69.8%+30.2pp | 75.0%+25.0pp | 70.8%+29.2pp |
| Annual return | 10.82% | 15.57%-4.8pp | 1011.54%-1000.7pp | 17.84%-7.0pp |
| Employer contribution / active EE | $3,154 | $2,255+39.9% | $2,990+5.5% | $2,790+13.0% |
| Participant deferral / active EE | $0 | $3,069-100.0% | $3,911-100.0% | $4,249-100.0% |
| Admin fee / account holder | $0 | $4,334-100.0% | $5,894-100.0% | $8,951-100.0% |