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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 | $7,753 | $95,915-91.9% | $79,580-90.3% | $134,532-94.2% |
| Participation rate | 88.2% | 75.0%+13.2pp | 69.5%+18.7pp | 81.2%+7.0pp |
| Annual return | 0.00% | -2.71%+2.7pp | 0.15%-0.2pp | 418.27%-418.3pp |
| Employer contribution / active EE | $4,540 | $3,129+45.1% | $2,413+88.1% | $4,741-4.2% |
| Participant deferral / active EE | $4,991 | $4,693+6.3% | $3,985+25.2% | $6,401-22.0% |
| Admin fee / account holder | $88 | $9,132-99.0% | $6,835-98.7% | $11,429-99.2% |