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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,935 | $39,819-49.9% | $67,834-70.6% | $57,658-65.4% |
| Participation rate | 87.5% | 61.2%+26.3pp | 68.8%+18.7pp | 70.2%+17.3pp |
| Annual return | 0.00% | 9.19%-9.2pp | 138.47%-138.5pp | 5.13%-5.1pp |
| Employer contribution / active EE | $78 | $1,277-93.9% | $2,403-96.8% | $1,974-96.1% |
| Participant deferral / active EE | $0 | $2,209-100.0% | $3,160-100.0% | $3,061-100.0% |
| Admin fee / account holder | $22 | $84-73.3% | $4,622-99.5% | $95-76.3% |