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Employer 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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,976 | $69,511-66.9% | $94,672-75.7% | $71,529-67.9% |
| Participation rate | 90.5% | 78.4%+12.0pp | 80.8%+9.6pp | 67.9%+22.5pp |
| Annual return | 37.99% | 29.67%+8.3pp | 156.89%-118.9pp | 28.97%+9.0pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,673-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $8,678 | $7,348+18.1% | $7,417+17.0% | $4,291+102.2% |
| Admin fee / account holder | $21 | $1,211-98.3% | $7,222-99.7% | $1,588-98.7% |