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Participant 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 | $4,364 | $102,422-95.7% | $147,117-97.0% | $80,959-94.6% |
| Participation rate | 91.2% | 75.9%+15.3pp | 82.2%+9.0pp | 67.7%+23.5pp |
| Annual return | 14.73% | 135.16%-120.4pp | 420.54%-405.8pp | 35.67%-20.9pp |
| Employer contribution / active EE | $1,307 | $3,717-64.8% | $4,932-73.5% | $2,757-52.6% |
| Participant deferral / active EE | $2,309 | $6,652-65.3% | $8,065-71.4% | $4,300-46.3% |
| Admin fee / account holder | $57 | $7,953-99.3% | $12,993-99.6% | $6,925-99.2% |