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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 | $6,937 | $109,905-93.7% | $98,506-93.0% | $167,553-95.9% |
| Participation rate | 91.7% | 75.8%+15.8pp | 73.3%+18.3pp | 82.1%+9.6pp |
| Annual return | 17.32% | 1960.20%-1942.9pp | 1494.92%-1477.6pp | 478.89%-461.6pp |
| Employer contribution / active EE | $1,903 | $3,226-41.0% | $2,961-35.8% | $4,840-60.7% |
| Participant deferral / active EE | $1,903 | $4,674-59.3% | $4,277-55.5% | $6,343-70.0% |
| Admin fee / account holder | $39 | $6,760-99.4% | $5,955-99.3% | $12,316-99.7% |