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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 | $31,284 | $41,467-24.6% | $67,313-53.5% | $55,725-43.9% |
| Participation rate | 95.5% | 62.5%+33.0pp | 69.1%+26.4pp | 70.9%+24.7pp |
| Annual return | 10.15% | 0.82%+9.3pp | -4.08%+14.2pp | 244.93%-234.8pp |
| Employer contribution / active EE | $209 | $1,316-84.1% | $2,566-91.8% | $2,078-89.9% |
| Participant deferral / active EE | $0 | $2,399-100.0% | $3,568-100.0% | $3,356-100.0% |
| Admin fee / account holder | $33 | $102-67.7% | $4,507-99.3% | $115-71.4% |