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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 | $6,733 | $160,028-95.8% | $147,080-95.4% | $145,884-95.4% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 16.52% | 98.60%-82.1pp | 420.17%-403.6pp | 551.85%-535.3pp |
| Employer contribution / active EE | $2,073 | $5,286-60.8% | $4,933-58.0% | $4,662-55.5% |
| Participant deferral / active EE | $6,670 | $8,422-20.8% | $8,066-17.3% | $6,690-0.3% |
| Admin fee / account holder | $57 | $15,030-99.6% | $12,989-99.6% | $13,392-99.6% |