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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 | $5,051 | $167,352-97.0% | $143,788-96.5% | $134,509-96.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.00% | 0.47%-0.5pp | -0.03%0pp | 418.13%-418.1pp |
| Employer contribution / active EE | $1,351 | $5,620-76.0% | $4,952-72.7% | $4,741-71.5% |
| Participant deferral / active EE | $3,716 | $6,447-42.4% | $5,638-34.1% | $6,400-41.9% |
| Admin fee / account holder | $8 | $18,091-100.0% | $14,675-99.9% | $11,427-99.9% |