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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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,334 | $104,482-92.0% | $159,455-94.8% | $79,393-89.5% |
| Participation rate | 93.0% | 76.6%+16.4pp | 82.8%+10.2pp | 70.7%+22.3pp |
| Annual return | 0.00% | 67.96%-68.0pp | 263.63%-263.6pp | 116.87%-116.9pp |
| Employer contribution / active EE | $210 | $3,416-93.9% | $4,830-95.7% | $2,428-91.3% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $7,353-100.0% | $4,046-100.0% |
| Admin fee / account holder | $1 | $711-99.8% | $10,800-100.0% | $627-99.8% |