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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 | $12,613 | $132,099-90.5% | $115,599-89.1% | $138,895-90.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 25.43% | 176.76%-151.3pp | 111.10%-85.7pp | 145.39%-120.0pp |
| Employer contribution / active EE | $1,479 | $3,416-56.7% | $2,955-49.9% | $4,194-64.7% |
| Participant deferral / active EE | $3,177 | $5,617-43.4% | $4,889-35.0% | $6,396-50.3% |
| Admin fee / account holder | $0 | $15,650-100.0% | $12,841-100.0% | $12,562-100.0% |