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Annual investment return 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 | $8,178 | $50,175-83.7% | $99,475-91.8% | $65,185-87.5% |
| Participation rate | 95.2% | 68.4%+26.8pp | 73.8%+21.4pp | 70.2%+25.0pp |
| Annual return | 4.92% | 25.36%-20.4pp | 30.72%-25.8pp | 29.38%-24.5pp |
| Employer contribution / active EE | $800 | $1,496-46.5% | $2,540-68.5% | $2,177-63.2% |
| Participant deferral / active EE | $0 | $2,748-100.0% | $3,619-100.0% | $3,514-100.0% |
| Admin fee / account holder | $38 | $398-90.4% | $6,252-99.4% | $847-95.5% |