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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 | $560 | $76,608-99.3% | $56,077-99.0% | $145,877-99.6% |
| Participation rate | 78.9% | 63.2%+15.7pp | 52.5%+26.4pp | 80.3%-1.4pp |
| Annual return | 6.22% | 3009.59%-3003.4pp | 1709.28%-1703.1pp | 551.28%-545.1pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $251 | $2,624-90.4% | $1,954-87.2% | $6,691-96.3% |
| Admin fee / account holder | $103 | $3,325-96.9% | $2,825-96.3% | $13,402-99.2% |