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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 | $18,558 | $124,346-85.1% | $111,308-83.3% | $167,536-88.9% |
| Participation rate | 85.7% | 79.6%+6.1pp | 77.3%+8.4pp | 82.1%+3.6pp |
| Annual return | 0.00% | 37.45%-37.5pp | 54.67%-54.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $3,341 | $3,437-2.8% | $2,732+22.3% | $4,839-31.0% |
| Participant deferral / active EE | $11,665 | $5,182+125.1% | $4,487+159.9% | $6,342+83.9% |
| Admin fee / account holder | $34 | $10,621-99.7% | $7,965-99.6% | $12,315-99.7% |