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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 | $9,054 | $167,353-94.6% | $143,797-93.7% | $134,545-93.3% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | 0.00% | 0.48%-0.5pp | -0.04%0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,955 | $5,620-65.2% | $4,952-60.5% | $4,742-58.8% |
| Participant deferral / active EE | $6,334 | $6,447-1.8% | $5,638+12.3% | $6,401-1.1% |
| Admin fee / account holder | $53 | $18,096-99.7% | $14,679-99.6% | $11,431-99.5% |