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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 | $11,766 | $197,819-94.1% | $155,789-92.4% | $125,389-90.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -0.51% | 86.73%-87.2pp | 71.54%-72.0pp | 282.24%-282.7pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,075 | $5,631-63.2% | $4,798-56.8% | $5,352-61.2% |
| Admin fee / account holder | $50 | $9,544-99.5% | $7,477-99.3% | $9,541-99.5% |