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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 | $11,353 | $88,122-87.1% | $141,191-92.0% | $67,579-83.2% |
| Participation rate | 70.4% | 76.5%-6.0pp | 82.5%-12.0pp | 71.3%-0.8pp |
| Annual return | 376.44% | 75.40%+301.0pp | 71.41%+305.0pp | 378.56%-2.1pp |
| Employer contribution / active EE | $37 | $3,224-98.8% | $4,736-99.2% | $2,148-98.3% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,710-100.0% | $3,539-100.0% |
| Admin fee / account holder | $1 | $131-99.1% | $10,264-100.0% | $142-99.2% |