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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 | $6,507 | $101,063-93.6% | $81,473-92.0% | $147,586-95.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 40.61% | 32.41%+8.2pp | 38.78%+1.8pp | 578.59%-538.0pp |
| Employer contribution / active EE | $2,255 | $3,206-29.6% | $2,568-12.2% | $4,876-53.7% |
| Participant deferral / active EE | $6,084 | $4,242+43.4% | $3,537+72.0% | $5,439+11.9% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |