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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 | $1,887 | $91,167-97.9% | $178,498-98.9% | $79,858-97.6% |
| Participation rate | 81.0% | 69.2%+11.7pp | 81.9%-1.0pp | 69.6%+11.3pp |
| Annual return | 0.00% | 24.19%-24.2pp | 151.09%-151.1pp | 31.72%-31.7pp |
| Employer contribution / active EE | $0 | $3,255-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,683 | $3,236-48.0% | $5,202-67.7% | $3,740-55.0% |
| Admin fee / account holder | $88 | $6,747-98.7% | $13,985-99.4% | $5,306-98.3% |