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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 | $8,742 | $109,344-92.0% | $89,400-90.2% | $158,950-94.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 25.94% | 345.73%-319.8pp | 245.64%-219.7pp | 302.91%-277.0pp |
| Employer contribution / active EE | $1,545 | $3,170-51.3% | $2,586-40.2% | $4,762-67.6% |
| Participant deferral / active EE | $2,728 | $4,599-40.7% | $3,890-29.9% | $5,983-54.4% |
| Admin fee / account holder | $27 | $6,154-99.6% | $4,882-99.5% | $11,248-99.8% |