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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 | $1,652 | $29,716-94.4% | $56,077-97.1% | $80,925-98.0% |
| Participation rate | 87.2% | 41.7%+45.5pp | 52.5%+34.7pp | 67.7%+19.5pp |
| Annual return | 14.84% | 35.30%-20.5pp | 1709.28%-1694.4pp | 35.65%-20.8pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $718 | $1,228-41.5% | $1,954-63.2% | $4,299-83.3% |
| Admin fee / account holder | $71 | $2,432-97.1% | $2,825-97.5% | $6,940-99.0% |