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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 | $8,957 | $112,121-92.0% | $95,960-90.7% | $158,966-94.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 20.03% | 171.16%-151.1pp | 91.63%-71.6pp | 302.95%-282.9pp |
| Employer contribution / active EE | $988 | $3,199-69.1% | $2,541-61.1% | $4,762-79.2% |
| Participant deferral / active EE | $5,082 | $4,784+6.2% | $4,167+22.0% | $5,983-15.1% |
| Admin fee / account holder | $26 | $10,135-99.7% | $6,797-99.6% | $11,250-99.8% |