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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 | $27,983 | $86,938-67.8% | $102,423-72.7% | $80,925-65.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 12.39% | 18.89%-6.5pp | 29.42%-17.0pp | 35.65%-23.3pp |
| Employer contribution / active EE | $1,662 | $2,369-29.8% | $3,023-45.0% | $2,756-39.7% |
| Participant deferral / active EE | $2,220 | $4,120-46.1% | $5,054-56.1% | $4,299-48.3% |
| Admin fee / account holder | $7 | $8,053-99.9% | $9,455-99.9% | $6,940-99.9% |