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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 | $15,476 | $82,678-81.3% | $125,391-87.7% | $68,490-77.4% |
| Participation rate | 87.5% | 75.1%+12.4pp | 82.4%+5.1pp | 67.9%+19.6pp |
| Annual return | -10.03% | -5.97%-4.1pp | 572.41%-582.4pp | -7.85%-2.2pp |
| Employer contribution / active EE | $2,544 | $3,382-24.8% | $4,816-47.2% | $2,597-2.0% |
| Participant deferral / active EE | $4,596 | $6,111-24.8% | $7,448-38.3% | $4,028+14.1% |
| Admin fee / account holder | $92 | $6,277-98.5% | $10,009-99.1% | $5,403-98.3% |