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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 | $11,073 | $138,114-92.0% | $125,391-91.2% | $134,545-91.8% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -18.22% | 750.88%-769.1pp | 572.41%-590.6pp | 418.37%-436.6pp |
| Employer contribution / active EE | $1,927 | $5,246-63.3% | $4,816-60.0% | $4,742-59.4% |
| Participant deferral / active EE | $3,438 | $7,801-55.9% | $7,448-53.8% | $6,401-46.3% |
| Admin fee / account holder | $291 | $11,570-97.5% | $10,009-97.1% | $11,431-97.5% |