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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 | $9,807 | $115,814-91.5% | $101,275-90.3% | $158,982-93.8% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 0.00% | 56.16%-56.2pp | 46.48%-46.5pp | 302.99%-303.0pp |
| Employer contribution / active EE | $3,172 | $4,176-24.0% | $3,660-13.3% | $4,763-33.4% |
| Participant deferral / active EE | $4,484 | $4,958-9.6% | $4,371+2.6% | $5,983-25.1% |
| Admin fee / account holder | $14 | $7,249-99.8% | $5,948-99.8% | $11,252-99.9% |