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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 | $13,923 | $53,128-73.8% | $86,582-83.9% | $70,126-80.1% |
| Participation rate | 73.8% | 65.3%+8.5pp | 73.5%+0.3pp | 69.5%+4.3pp |
| Annual return | 0.00% | 27.66%-27.7pp | 965.08%-965.1pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,051 | $2,068-49.2% | $2,839-63.0% | $2,343-55.1% |
| Participant deferral / active EE | $2,508 | $2,695-7.0% | $3,609-30.5% | $3,332-24.7% |
| Admin fee / account holder | $25 | $3,584-99.3% | $4,904-99.5% | $4,645-99.5% |