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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 | $2,898 | $88,815-96.7% | $81,882-96.5% | $145,897-98.0% |
| Participation rate | 87.5% | 75.1%+12.4pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 14.52% | 1033.75%-1019.2pp | 779.47%-765.0pp | 552.29%-537.8pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,049 | $4,647-77.4% | $4,323-75.7% | $6,689-84.3% |
| Admin fee / account holder | $187 | $8,434-97.8% | $7,360-97.5% | $13,390-98.6% |