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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 | $2,998 | $175,257-98.3% | $149,717-98.0% | $139,456-97.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 36.75% | 166.70%-130.0pp | 134.41%-97.7pp | 373.45%-336.7pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,021 | $6,521-69.0% | $5,682-64.4% | $6,711-69.9% |
| Admin fee / account holder | $147 | $16,156-99.1% | $13,213-98.9% | $11,407-98.7% |