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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 | $727 | $76,608-99.1% | $56,077-98.7% | $145,877-99.5% |
| Participation rate | 82.4% | 63.2%+19.1pp | 52.5%+29.9pp | 80.3%+2.1pp |
| Annual return | 12.45% | 3009.59%-2997.1pp | 1709.28%-1696.8pp | 551.28%-538.8pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $398 | $2,624-84.8% | $1,954-79.6% | $6,691-94.1% |
| Admin fee / account holder | $51 | $3,325-98.5% | $2,825-98.2% | $13,402-99.6% |