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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,954 | $63,768-76.5% | $98,506-84.8% | $79,389-81.2% |
| Participation rate | 98.4% | 69.9%+28.6pp | 73.3%+25.1pp | 70.7%+27.7pp |
| Annual return | 19.15% | 626.18%-607.0pp | 1494.92%-1475.8pp | 116.89%-97.7pp |
| Employer contribution / active EE | $3,111 | $2,558+21.7% | $2,961+5.1% | $2,428+28.2% |
| Participant deferral / active EE | $2,541 | $3,305-23.1% | $4,277-40.6% | $4,046-37.2% |
| Admin fee / account holder | $0 | $516-100.0% | $5,955-100.0% | $626-100.0% |