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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,970 | $42,772-44.0% | $87,502-72.6% | $55,167-56.6% |
| Participation rate | 72.0% | 66.5%+5.5pp | 73.8%-1.8pp | 69.0%+3.0pp |
| Annual return | 7.15% | 21.20%-14.1pp | 12.21%-5.1pp | 169.23%-162.1pp |
| Employer contribution / active EE | $1,305 | $1,277+2.2% | $2,550-48.8% | $1,963-33.5% |
| Participant deferral / active EE | $402 | $2,342-82.8% | $3,149-87.2% | $3,054-86.8% |
| Admin fee / account holder | $37 | $461-92.0% | $4,221-99.1% | $504-92.7% |