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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 | $804 | $47,105-98.3% | $68,368-98.8% | $67,986-98.8% |
| Participation rate | 91.1% | 51.8%+39.3pp | 73.8%+17.3pp | 57.2%+33.9pp |
| Annual return | 21.32% | 48.37%-27.1pp | 292.57%-271.3pp | 31.67%-10.3pp |
| Employer contribution / active EE | $0 | $1,859-100.0% | $2,649-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $535 | $2,374-77.5% | $4,123-87.0% | $3,358-84.1% |
| Admin fee / account holder | $208 | $2,435-91.5% | $5,150-96.0% | $3,203-93.5% |