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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 | $11,461 | $65,125-82.4% | $143,797-92.0% | $66,949-82.9% |
| Participation rate | 77.8% | 65.2%+12.6pp | 80.3%-2.5pp | 69.8%+8.0pp |
| Annual return | -17.36% | -11.13%-6.2pp | -0.04%-17.3pp | 1.57%-18.9pp |
| Employer contribution / active EE | $2,344 | $2,362-0.8% | $4,952-52.7% | $2,545-7.9% |
| Participant deferral / active EE | $1,644 | $2,920-43.7% | $5,638-70.8% | $4,239-61.2% |
| Admin fee / account holder | $0 | $503-100.0% | $14,679-100.0% | $594-100.0% |