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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 | $13,644 | $91,537-85.1% | $130,045-89.5% | $75,173-81.9% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 20.70% | -631.55%+652.2pp | -137.30%+158.0pp | 160.72%-140.0pp |
| Employer contribution / active EE | $2,857 | $2,845+0.4% | $4,321-33.9% | $2,671+7.0% |
| Participant deferral / active EE | $5,040 | $4,343+16.1% | $5,820-13.4% | $4,126+22.2% |
| Admin fee / account holder | $69 | $6,780-99.0% | $10,600-99.3% | $5,651-98.8% |