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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 | $20,076 | $138,076-85.5% | $123,553-83.8% | $135,380-85.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.80% | 153.70%-159.5pp | 119.21%-125.0pp | 519.81%-525.6pp |
| Employer contribution / active EE | $2,584 | $5,152-49.9% | $4,628-44.2% | $4,779-45.9% |
| Participant deferral / active EE | $5,017 | $6,800-26.2% | $6,426-21.9% | $5,609-10.6% |
| Admin fee / account holder | $65 | $10,917-99.4% | $9,284-99.3% | $10,828-99.4% |