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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,627 | $60,989-69.5% | $60,906-69.4% | $66,938-72.2% |
| Participation rate | 76.9% | 74.5%+2.4pp | 73.1%+3.8pp | 69.8%+7.1pp |
| Annual return | -7.76% | -9.60%+1.8pp | 16.94%-24.7pp | 1.58%-9.3pp |
| Employer contribution / active EE | $2,262 | $2,661-15.0% | $2,703-16.3% | $2,545-11.1% |
| Participant deferral / active EE | $1,023 | $3,615-71.7% | $3,814-73.2% | $4,238-75.9% |
| Admin fee / account holder | $6 | $338-98.4% | $3,227-99.8% | $594-99.1% |