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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,477 | $84,493-95.9% | $125,381-97.2% | $66,938-94.8% |
| Participation rate | 96.8% | 76.4%+20.4pp | 82.4%+14.4pp | 69.8%+27.0pp |
| Annual return | -18.11% | -8.49%-9.6pp | 572.31%-590.4pp | 1.58%-19.7pp |
| Employer contribution / active EE | $1,191 | $3,554-66.5% | $4,815-75.3% | $2,545-53.2% |
| Participant deferral / active EE | $1,436 | $6,783-78.8% | $7,448-80.7% | $4,238-66.1% |
| Admin fee / account holder | $33 | $685-95.1% | $10,007-99.7% | $594-94.4% |