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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 | $5,645 | $121,656-95.4% | $104,614-94.6% | $158,950-96.4% |
| Participation rate | 88.9% | 77.5%+11.4pp | 74.1%+14.8pp | 82.0%+6.9pp |
| Annual return | 0.00% | 465.51%-465.5pp | 340.56%-340.6pp | 302.91%-302.9pp |
| Employer contribution / active EE | $236 | $3,164-92.6% | $2,681-91.2% | $4,762-95.1% |
| Participant deferral / active EE | $4,740 | $4,177+13.5% | $3,739+26.8% | $5,983-20.8% |
| Admin fee / account holder | $0 | $7,775-100.0% | $6,464-100.0% | $11,248-100.0% |