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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 | $3,174 | $32,117-90.1% | $71,089-95.5% | $64,173-95.1% |
| Participation rate | 95.1% | 42.7%+52.4pp | 54.6%+40.4pp | 69.6%+25.5pp |
| Annual return | -4.99% | -5.57%+0.6pp | 650.65%-655.6pp | 7.63%-12.6pp |
| Employer contribution / active EE | $731 | $712+2.6% | $1,088-32.8% | $2,381-69.3% |
| Participant deferral / active EE | $1,317 | $1,263+4.2% | $1,873-29.7% | $3,470-62.1% |
| Admin fee / account holder | $233 | $2,759-91.6% | $3,082-92.4% | $4,887-95.2% |