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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,185 | $55,453-85.2% | $170,435-95.2% | $62,293-86.9% |
| Participation rate | 97.4% | 66.4%+31.1pp | 83.6%+13.8pp | 69.5%+27.9pp |
| Annual return | 13.47% | 21.38%-7.9pp | 205.94%-192.5pp | 28.90%-15.4pp |
| Employer contribution / active EE | $529 | $2,164-75.6% | $5,432-90.3% | $2,042-74.1% |
| Participant deferral / active EE | $320 | $2,303-86.1% | $4,939-93.5% | $3,169-89.9% |
| Admin fee / account holder | $115 | $455-74.8% | $13,881-99.2% | $479-76.1% |