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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 | $16,374 | $150,346-89.1% | $120,524-86.4% | $145,877-88.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 10.41% | 154.40%-144.0pp | 107.36%-97.0pp | 551.28%-540.9pp |
| Employer contribution / active EE | $7,358 | $4,353+69.0% | $3,469+112.1% | $4,663+57.8% |
| Participant deferral / active EE | $3,928 | $6,172-36.4% | $4,994-21.3% | $6,691-41.3% |
| Admin fee / account holder | $0 | $12,215-100.0% | $9,440-100.0% | $13,402-100.0% |