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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 | $9,526 | $64,729-85.3% | $112,263-91.5% | $68,490-86.1% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.49%-27.5pp | -7.85%+7.9pp |
| Employer contribution / active EE | $3,328 | $2,746+21.2% | $3,636-8.5% | $2,597+28.2% |
| Participant deferral / active EE | $6,318 | $3,566+77.2% | $4,729+33.6% | $4,028+56.9% |
| Admin fee / account holder | $19 | $5,222-99.6% | $6,410-99.7% | $5,403-99.6% |