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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 | $10,302 | $134,001-92.3% | $112,258-90.8% | $134,509-92.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -6.62% | 47.15%-53.8pp | 27.47%-34.1pp | 418.13%-424.8pp |
| Employer contribution / active EE | $2,477 | $4,039-38.7% | $3,636-31.9% | $4,741-47.7% |
| Participant deferral / active EE | $3,129 | $5,291-40.9% | $4,728-33.8% | $6,400-51.1% |
| Admin fee / account holder | $77 | $7,491-99.0% | $6,411-98.8% | $11,427-99.3% |