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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 | $7,335 | $202,430-96.4% | $169,369-95.7% | $139,427-94.7% |
| Participation rate | 91.7% | 81.1%+10.6pp | 77.2%+14.5pp | 80.3%+11.3pp |
| Annual return | 0.00% | 531.86%-531.9pp | 405.70%-405.7pp | 373.27%-373.3pp |
| Employer contribution / active EE | $1,947 | $4,690-58.5% | $4,011-51.4% | $4,752-59.0% |
| Participant deferral / active EE | $4,244 | $6,938-38.8% | $6,221-31.8% | $6,711-36.8% |
| Admin fee / account holder | $0 | $10,716-100.0% | $9,009-100.0% | $11,404-100.0% |