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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 | $5,119 | $100,073-94.9% | $85,126-94.0% | $145,877-96.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.76% | 84.11%-72.3pp | 66.63%-54.9pp | 551.28%-539.5pp |
| Employer contribution / active EE | $779 | $3,236-75.9% | $2,731-71.5% | $4,663-83.3% |
| Participant deferral / active EE | $1,408 | $5,294-73.4% | $4,523-68.9% | $6,691-79.0% |
| Admin fee / account holder | $189 | $7,261-97.4% | $6,160-96.9% | $13,402-98.6% |