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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 | $32,025 | $44,059-27.3% | $71,671-55.3% | $69,631-54.0% |
| Participation rate | 93.9% | 60.8%+33.2pp | 68.7%+25.2pp | 70.7%+23.2pp |
| Annual return | 82.33% | 21.97%+60.4pp | 20.65%+61.7pp | 27571.02%-27488.7pp |
| Employer contribution / active EE | $105 | $1,305-91.9% | $2,460-95.7% | $2,032-94.8% |
| Participant deferral / active EE | $0 | $2,370-100.0% | $3,438-100.0% | $3,224-100.0% |
| Admin fee / account holder | $38 | $108-64.5% | $5,558-99.3% | $110-65.4% |