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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 | $12,072 | $66,124-81.7% | $90,461-86.7% | $73,497-83.6% |
| Participation rate | 96.7% | 69.7%+27.0pp | 72.7%+24.0pp | 70.7%+26.0pp |
| Annual return | 18.60% | 17.65%+0.9pp | 1294.76%-1276.2pp | 28.51%-9.9pp |
| Employer contribution / active EE | $2,839 | $2,346+21.0% | $3,264-13.0% | $2,270+25.0% |
| Participant deferral / active EE | $2,039 | $3,039-32.9% | $3,964-48.6% | $3,740-45.5% |
| Admin fee / account holder | $0 | $396-100.0% | $5,617-100.0% | $513-100.0% |