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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 | $4,673 | $58,275-92.0% | $81,844-94.3% | $80,935-94.2% |
| Participation rate | 82.4% | 63.5%+18.9pp | 72.4%+10.0pp | 67.7%+14.7pp |
| Annual return | 14.45% | 41.82%-27.4pp | 778.87%-764.4pp | 35.66%-21.2pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,598 | $3,285-51.4% | $4,323-63.0% | $4,299-62.8% |
| Admin fee / account holder | $222 | $4,749-95.3% | $7,355-97.0% | $6,924-96.8% |