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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 | $23,168 | $47,448-51.2% | $94,993-75.6% | $62,293-62.8% |
| Participation rate | 78.0% | 66.5%+11.5pp | 73.9%+4.1pp | 69.5%+8.5pp |
| Annual return | 15.81% | 22.64%-6.8pp | 27.14%-11.3pp | 28.90%-13.1pp |
| Employer contribution / active EE | $1,360 | $1,300+4.6% | $2,603-47.7% | $2,042-33.4% |
| Participant deferral / active EE | $516 | $2,375-78.3% | $3,317-84.4% | $3,169-83.7% |
| Admin fee / account holder | $14 | $434-96.8% | $4,960-99.7% | $479-97.1% |