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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 | $2,710 | $106,551-97.5% | $91,225-97.0% | $134,532-98.0% |
| Participation rate | 80.0% | 76.8%+3.2pp | 73.2%+6.8pp | 81.2%-1.2pp |
| Annual return | 0.00% | 160.78%-160.8pp | 114.12%-114.1pp | 418.27%-418.3pp |
| Employer contribution / active EE | $839 | $3,331-74.8% | $2,851-70.6% | $4,741-82.3% |
| Participant deferral / active EE | $3,290 | $4,718-30.3% | $4,233-22.3% | $6,401-48.6% |
| Admin fee / account holder | $132 | $6,234-97.9% | $5,422-97.6% | $11,429-98.8% |