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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 | $1,796 | $154,754-98.8% | $124,206-98.6% | $138,895-98.7% |
| Participation rate | 70.0% | 75.5%-5.5pp | 69.6%+0.4pp | 79.9%-9.9pp |
| Annual return | 49.78% | 709.28%-659.5pp | 515.27%-465.5pp | 145.39%-95.6pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,031 | $4,621-77.7% | $3,968-74.0% | $6,396-83.9% |
| Admin fee / account holder | $0 | $6,690-100.0% | $5,929-100.0% | $12,562-100.0% |