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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 | $6,392 | $116,360-94.5% | $65,566-90.3% | $139,466-95.4% |
| Participation rate | 94.4% | 67.8%+26.7pp | 64.9%+29.5pp | 80.3%+14.1pp |
| Annual return | 0.00% | 31.23%-31.2pp | 47.40%-47.4pp | 373.66%-373.7pp |
| Employer contribution / active EE | $2,594 | $2,600-0.2% | $1,692+53.3% | $4,754-45.4% |
| Participant deferral / active EE | $3,712 | $4,242-12.5% | $2,832+31.1% | $6,712-44.7% |
| Admin fee / account holder | $117 | $6,701-98.3% | $4,114-97.2% | $11,409-99.0% |