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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 | $15,168 | $183,627-91.7% | $155,602-90.3% | $145,978-89.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 0.00% | 61.32%-61.3pp | 64.81%-64.8pp | 550.52%-550.5pp |
| Employer contribution / active EE | $2,704 | $5,316-49.1% | $4,675-42.2% | $4,662-42.0% |
| Participant deferral / active EE | $4,692 | $6,466-27.4% | $5,629-16.7% | $6,690-29.9% |
| Admin fee / account holder | $124 | $19,327-99.4% | $15,923-99.2% | $13,400-99.1% |