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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 | $11,496 | $138,102-91.7% | $125,381-90.8% | $134,532-91.5% |
| Participation rate | 93.8% | 84.5%+9.3pp | 82.4%+11.4pp | 81.2%+12.5pp |
| Annual return | -17.40% | 750.73%-768.1pp | 572.31%-589.7pp | 418.27%-435.7pp |
| Employer contribution / active EE | $1,771 | $5,245-66.2% | $4,815-63.2% | $4,741-62.7% |
| Participant deferral / active EE | $3,817 | $7,801-51.1% | $7,448-48.8% | $6,401-40.4% |
| Admin fee / account holder | $92 | $11,568-99.2% | $10,007-99.1% | $11,429-99.2% |