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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 | $2,136 | $52,353-95.9% | $120,225-98.2% | $82,448-97.4% |
| Participation rate | 85.4% | 58.3%+27.1pp | 69.6%+15.8pp | 68.1%+17.3pp |
| Annual return | 15.89% | 61.85%-46.0pp | 439.23%-423.3pp | 41.64%-25.7pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $719 | $2,627-72.6% | $3,999-82.0% | $4,139-82.6% |
| Admin fee / account holder | $233 | $4,363-94.6% | $5,696-95.9% | $7,234-96.8% |