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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 | $10,729 | $106,008-89.9% | $92,240-88.4% | $147,586-92.7% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 18.36% | 50.05%-31.7pp | 176.29%-157.9pp | 578.59%-560.2pp |
| Employer contribution / active EE | $794 | $4,333-81.7% | $3,680-78.4% | $4,876-83.7% |
| Participant deferral / active EE | $2,141 | $4,478-52.2% | $3,897-45.1% | $5,439-60.6% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |