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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 | $15,585 | $89,370-82.6% | $141,197-89.0% | $72,976-78.6% |
| Participation rate | 78.9% | 75.1%+3.8pp | 82.5%-3.5pp | 69.5%+9.5pp |
| Annual return | 25.84% | 111.88%-86.0pp | 71.41%-45.6pp | 81.02%-55.2pp |
| Employer contribution / active EE | $867 | $3,115-72.2% | $4,736-81.7% | $2,440-64.5% |
| Participant deferral / active EE | $1,245 | $5,419-77.0% | $6,710-81.4% | $3,608-65.5% |
| Admin fee / account holder | $9 | $5,957-99.8% | $10,265-99.9% | $5,124-99.8% |