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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 | $4,645 | $95,895-95.2% | $79,576-94.2% | $134,509-96.5% |
| Participation rate | 71.4% | 75.0%-3.6pp | 69.5%+1.9pp | 81.2%-9.8pp |
| Annual return | 0.00% | -2.72%+2.7pp | 0.15%-0.1pp | 418.13%-418.1pp |
| Employer contribution / active EE | $1,261 | $3,128-59.7% | $2,413-47.8% | $4,741-73.4% |
| Participant deferral / active EE | $2,226 | $4,693-52.6% | $3,985-44.1% | $6,400-65.2% |
| Admin fee / account holder | $66 | $9,129-99.3% | $6,834-99.0% | $11,427-99.4% |