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Annual investment return 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 | $13,107 | $61,166-78.6% | $185,849-92.9% | $79,391-83.5% |
| Participation rate | 70.9% | 66.6%+4.2pp | 81.7%-10.8pp | 70.7%+0.2pp |
| Annual return | 9.81% | 19.45%-9.6pp | 122.10%-112.3pp | 116.88%-107.1pp |
| Employer contribution / active EE | $2,442 | $2,321+5.2% | $5,169-52.7% | $2,428+0.6% |
| Participant deferral / active EE | $1,568 | $2,789-43.8% | $5,569-71.8% | $4,046-61.2% |
| Admin fee / account holder | $0 | $710-100.0% | $16,244-100.0% | $627-100.0% |