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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 | $6,764 | $100,895-93.3% | $90,430-92.5% | $158,950-95.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 0.00% | 1725.54%-1725.5pp | 1293.73%-1293.7pp | 302.91%-302.9pp |
| Employer contribution / active EE | $797 | $3,689-78.4% | $3,262-75.6% | $4,762-83.3% |
| Participant deferral / active EE | $4,466 | $4,347+2.7% | $3,963+12.7% | $5,983-25.3% |
| Admin fee / account holder | $14 | $6,505-99.8% | $5,613-99.8% | $11,248-99.9% |