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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 | $11,458 | $95,415-88.0% | $185,851-93.8% | $85,851-86.7% |
| Participation rate | 86.5% | 68.8%+17.7pp | 81.7%+4.8pp | 69.3%+17.2pp |
| Annual return | 0.00% | 23.59%-23.6pp | 122.11%-122.1pp | 318.63%-318.6pp |
| Employer contribution / active EE | $1,584 | $3,314-52.2% | $5,168-69.4% | $2,565-38.3% |
| Participant deferral / active EE | $2,888 | $3,424-15.7% | $5,569-48.1% | $3,952-26.9% |
| Admin fee / account holder | $146 | $7,215-98.0% | $16,245-99.1% | $6,261-97.7% |