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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,770 | $75,183-89.7% | $123,894-93.7% | $55,167-85.9% |
| Participation rate | 86.7% | 72.8%+13.8pp | 81.4%+5.3pp | 69.0%+17.7pp |
| Annual return | 7.58% | 19.01%-11.4pp | 47.52%-39.9pp | 169.23%-161.6pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,572 | $5,084-49.4% | $5,984-57.0% | $3,054-15.8% |
| Admin fee / account holder | $117 | $663-82.4% | $8,357-98.6% | $504-76.8% |