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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 | $8,838 | $138,068-93.6% | $125,358-92.9% | $134,493-93.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 0.00% | 750.30%-750.3pp | 572.03%-572.0pp | 418.01%-418.0pp |
| Employer contribution / active EE | $4,904 | $5,244-6.5% | $4,814+1.9% | $4,740+3.5% |
| Participant deferral / active EE | $6,280 | $7,799-19.5% | $7,447-15.7% | $6,400-1.9% |
| Admin fee / account holder | $102 | $11,568-99.1% | $10,007-99.0% | $11,425-99.1% |