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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 | $5,493 | $103,957-94.7% | $69,182-92.1% | $273,965-98.0% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 0.00% | 35.28%-35.3pp | -21.94%+21.9pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,253 | $1,781-29.7% | $1,205+3.9% | $4,869-74.3% |
| Participant deferral / active EE | $4,009 | $2,716+47.6% | $1,896+111.4% | $5,287-24.2% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |