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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 | $3,154 | $106,549-97.0% | $91,225-96.5% | $134,509-97.7% |
| Participation rate | 92.9% | 76.8%+16.0pp | 73.2%+19.7pp | 81.2%+11.6pp |
| Annual return | -14.98% | 160.73%-175.7pp | 114.10%-129.1pp | 418.13%-433.1pp |
| Employer contribution / active EE | $702 | $3,331-78.9% | $2,851-75.4% | $4,741-85.2% |
| Participant deferral / active EE | $1,014 | $4,719-78.5% | $4,234-76.0% | $6,400-84.2% |
| Admin fee / account holder | $18 | $6,234-99.7% | $5,422-99.7% | $11,427-99.8% |