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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 | $3,190 | $185,199-98.3% | $142,874-97.8% | $167,518-98.1% |
| Participation rate | 80.0% | 78.5%+1.5pp | 72.0%+8.0pp | 82.1%-2.1pp |
| Annual return | 0.00% | 8556.90%-8556.9pp | 5638.58%-5638.6pp | 478.71%-478.7pp |
| Employer contribution / active EE | $836 | $5,606-85.1% | $4,145-79.8% | $4,838-82.7% |
| Participant deferral / active EE | $1,556 | $4,495-65.4% | $3,838-59.5% | $6,342-75.5% |
| Admin fee / account holder | $7 | $8,031-99.9% | $6,561-99.9% | $12,312-99.9% |