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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 | $8,023 | $42,396-81.1% | $67,313-88.1% | $56,289-85.7% |
| Participation rate | 97.0% | 61.0%+36.0pp | 69.1%+27.9pp | 69.9%+27.2pp |
| Annual return | -8.63% | -36.63%+28.0pp | -4.08%-4.6pp | -9.96%+1.3pp |
| Employer contribution / active EE | $1,342 | $1,414-5.1% | $2,566-47.7% | $2,111-36.5% |
| Participant deferral / active EE | $1,390 | $2,360-41.1% | $3,568-61.1% | $3,350-58.5% |
| Admin fee / account holder | $20 | $510-96.1% | $4,507-99.6% | $521-96.2% |