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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 | $2,731 | $100,073-97.3% | $85,126-96.8% | $145,877-98.1% |
| Participation rate | 94.4% | 74.1%+20.3pp | 67.5%+26.9pp | 80.3%+14.1pp |
| Annual return | 14.90% | 84.11%-69.2pp | 66.63%-51.7pp | 551.28%-536.4pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $932 | $5,294-82.4% | $4,523-79.4% | $6,691-86.1% |
| Admin fee / account holder | $181 | $7,261-97.5% | $6,160-97.1% | $13,402-98.7% |