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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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,785 | $97,729-89.0% | $83,830-87.1% | $135,379-92.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.35% | 1287.52%-1293.9pp | 850.97%-857.3pp | 519.79%-526.1pp |
| Employer contribution / active EE | $1,668 | $4,222-60.5% | $3,631-54.1% | $4,779-65.1% |
| Participant deferral / active EE | $5,673 | $4,683+21.1% | $4,082+39.0% | $5,609+1.1% |
| Admin fee / account holder | $131 | $6,674-98.0% | $5,479-97.6% | $10,828-98.8% |