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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 | $4,260 | $124,346-96.6% | $111,306-96.2% | $167,553-97.5% |
| Participation rate | 72.2% | 79.6%-7.4pp | 77.3%-5.1pp | 82.1%-9.9pp |
| Annual return | 0.00% | 37.46%-37.5pp | 54.67%-54.7pp | 478.89%-478.9pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,732-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $4,382 | $5,182-15.4% | $4,488-2.4% | $6,343-30.9% |
| Admin fee / account holder | $188 | $10,623-98.2% | $7,966-97.6% | $12,316-98.5% |