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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 | $11,132 | $166,242-93.3% | $165,071-93.3% | $145,884-92.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.22% | 100.44%-85.2pp | 70.17%-55.0pp | 551.85%-536.6pp |
| Employer contribution / active EE | $1,773 | $5,283-66.4% | $4,347-59.2% | $4,662-62.0% |
| Participant deferral / active EE | $2,871 | $6,964-58.8% | $6,035-52.4% | $6,690-57.1% |
| Admin fee / account holder | $49 | $16,658-99.7% | $12,695-99.6% | $13,392-99.6% |