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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 | $15,420 | $100,805-84.7% | $86,698-82.2% | $134,532-88.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.53% | 29.09%-48.6pp | 35.95%-55.5pp | 418.27%-437.8pp |
| Employer contribution / active EE | $1,187 | $3,490-66.0% | $2,837-58.2% | $4,741-75.0% |
| Participant deferral / active EE | $4,227 | $5,339-20.8% | $4,656-9.2% | $6,401-34.0% |
| Admin fee / account holder | $243 | $10,925-97.8% | $7,493-96.8% | $11,429-97.9% |