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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 | $18,245 | $167,362-89.1% | $143,799-87.3% | $134,532-86.4% |
| Participation rate | 90.9% | 84.8%+6.1pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -18.70% | 0.47%-19.2pp | -0.04%-18.7pp | 418.27%-437.0pp |
| Employer contribution / active EE | $2,910 | $5,620-48.2% | $4,952-41.2% | $4,741-38.6% |
| Participant deferral / active EE | $3,666 | $6,447-43.1% | $5,638-35.0% | $6,401-42.7% |
| Admin fee / account holder | $210 | $18,094-98.8% | $14,677-98.6% | $11,429-98.2% |