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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 | $5,359 | $54,370-90.1% | $82,763-93.5% | $68,490-92.2% |
| Participation rate | 75.0% | 63.9%+11.1pp | 72.6%+2.4pp | 67.9%+7.1pp |
| Annual return | 2.09% | -13.67%+15.8pp | 702.45%-700.4pp | -7.85%+9.9pp |
| Employer contribution / active EE | $926 | $2,219-58.3% | $3,008-69.2% | $2,597-64.4% |
| Participant deferral / active EE | $2,056 | $3,247-36.7% | $4,395-53.2% | $4,028-49.0% |
| Admin fee / account holder | $181 | $4,398-95.9% | $5,325-96.6% | $5,403-96.7% |