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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 | $9,490 | $65,125-85.4% | $143,797-93.4% | $66,949-85.8% |
| Participation rate | 98.3% | 65.2%+33.1pp | 80.3%+18.0pp | 69.8%+28.5pp |
| Annual return | -2.63% | -11.13%+8.5pp | -0.04%-2.6pp | 1.57%-4.2pp |
| Employer contribution / active EE | $4,120 | $2,362+74.4% | $4,952-16.8% | $2,545+61.9% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,638-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $503-100.0% | $14,679-100.0% | $594-100.0% |