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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 | $14,548 | $98,776-85.3% | $149,745-90.3% | $79,856-81.8% |
| Participation rate | 84.6% | 75.8%+8.8pp | 82.5%+2.1pp | 69.6%+15.0pp |
| Annual return | 0.00% | 27.38%-27.4pp | 276.72%-276.7pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,368 | $3,217-57.5% | $4,646-70.6% | $2,471-44.6% |
| Participant deferral / active EE | $4,669 | $5,681-17.8% | $6,843-31.8% | $3,741+24.8% |
| Admin fee / account holder | $172 | $6,053-97.2% | $9,312-98.2% | $5,306-96.8% |