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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 | $6,787 | $134,001-94.9% | $112,258-94.0% | $134,509-95.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.01% | 47.15%-67.2pp | 27.47%-47.5pp | 418.13%-438.1pp |
| Employer contribution / active EE | $1,787 | $4,039-55.8% | $3,636-50.8% | $4,741-62.3% |
| Participant deferral / active EE | $2,822 | $5,291-46.7% | $4,728-40.3% | $6,400-55.9% |
| Admin fee / account holder | $29 | $7,491-99.6% | $6,411-99.5% | $11,427-99.7% |