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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 | $25,751 | $180,459-85.7% | $154,108-83.3% | $135,380-81.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.71% | 888.21%-896.9pp | 735.21%-743.9pp | 519.81%-528.5pp |
| Employer contribution / active EE | $8,586 | $6,035+42.3% | $5,298+62.1% | $4,779+79.7% |
| Participant deferral / active EE | $10,039 | $5,806+72.9% | $5,081+97.6% | $5,609+79.0% |
| Admin fee / account holder | $246 | $16,145-98.5% | $13,411-98.2% | $10,828-97.7% |