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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 | $8,110 | $65,395-87.6% | $182,531-95.6% | $72,983-88.9% |
| Participation rate | 85.7% | 65.4%+20.3pp | 78.0%+7.7pp | 69.5%+16.2pp |
| Annual return | 795.64% | 27.68%+768.0pp | 148.57%+647.1pp | 81.01%+714.6pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,075-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,665 | $3,563-53.3% | $5,525-69.9% | $3,608-53.8% |
| Admin fee / account holder | $9 | $4,245-99.8% | $8,593-99.9% | $5,124-99.8% |