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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 | $5,046 | $112,935-95.5% | $90,970-94.5% | $158,966-96.8% |
| Participation rate | 75.0% | 74.7%+0.3pp | 69.0%+6.0pp | 82.0%-7.0pp |
| Annual return | 82.48% | 215.79%-133.3pp | 134.58%-52.1pp | 302.95%-220.5pp |
| Employer contribution / active EE | $1,003 | $2,895-65.4% | $2,122-52.8% | $4,762-78.9% |
| Participant deferral / active EE | $1,984 | $4,129-51.9% | $3,373-41.2% | $5,983-66.8% |
| Admin fee / account holder | $9 | $8,045-99.9% | $5,960-99.8% | $11,250-99.9% |