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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 | $12,389 | $167,362-92.6% | $143,799-91.4% | $134,532-90.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.58% | 0.47%-15.1pp | -0.04%-14.5pp | 418.27%-432.8pp |
| Employer contribution / active EE | $2,183 | $5,620-61.2% | $4,952-55.9% | $4,741-54.0% |
| Participant deferral / active EE | $6,951 | $6,447+7.8% | $5,638+23.3% | $6,401+8.6% |
| Admin fee / account holder | $42 | $18,094-99.8% | $14,677-99.7% | $11,429-99.6% |