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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 | $24,725 | $140,592-82.4% | $123,105-79.9% | $125,389-80.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -1.67% | 16.80%-18.5pp | 13.22%-14.9pp | 282.24%-283.9pp |
| Employer contribution / active EE | $2,056 | $6,041-66.0% | $5,151-60.1% | $4,866-57.8% |
| Participant deferral / active EE | $7,543 | $6,980+8.1% | $6,229+21.1% | $5,352+41.0% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,014-100.0% | $9,541-100.0% |