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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 | $1,453 | $88,710-98.4% | $81,783-98.2% | $145,959-99.0% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.4%+18.6pp | 80.3%+10.6pp |
| Annual return | 15.38% | 1027.26%-1011.9pp | 775.05%-759.7pp | 561.95%-546.6pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,479 | $4,645-68.2% | $4,320-65.8% | $6,689-77.9% |
| Admin fee / account holder | $296 | $8,407-96.5% | $7,380-96.0% | $13,398-97.8% |