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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 | $6,676 | $95,895-93.0% | $79,576-91.6% | $134,509-95.0% |
| Participation rate | 90.9% | 75.0%+15.9pp | 69.5%+21.4pp | 81.2%+9.7pp |
| Annual return | 0.00% | -2.72%+2.7pp | 0.15%-0.1pp | 418.13%-418.1pp |
| Employer contribution / active EE | $1,153 | $3,128-63.1% | $2,413-52.2% | $4,741-75.7% |
| Participant deferral / active EE | $2,824 | $4,693-39.8% | $3,985-29.1% | $6,400-55.9% |
| Admin fee / account holder | $70 | $9,129-99.2% | $6,834-99.0% | $11,427-99.4% |