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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 | $5,961 | $111,830-94.7% | $93,696-93.6% | $145,884-95.9% |
| Participation rate | 92.9% | 74.2%+18.6pp | 68.7%+24.1pp | 80.3%+12.6pp |
| Annual return | 10.63% | 204.08%-193.4pp | 133.74%-123.1pp | 551.85%-541.2pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,073 | $4,920-57.9% | $4,417-53.1% | $6,690-69.0% |
| Admin fee / account holder | $68 | $10,249-99.3% | $8,287-99.2% | $13,392-99.5% |