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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 | $15,238 | $68,681-77.8% | $86,625-82.4% | $85,851-82.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 71.6%+28.4pp | 69.3%+30.7pp |
| Annual return | 0.00% | 20.12%-20.1pp | 63.52%-63.5pp | 318.63%-318.6pp |
| Employer contribution / active EE | $10,373 | $1,880+451.6% | $2,496+315.6% | $2,565+304.3% |
| Participant deferral / active EE | $7,495 | $2,919+156.7% | $3,700+102.6% | $3,952+89.6% |
| Admin fee / account holder | $231 | $5,974-96.1% | $5,830-96.0% | $6,261-96.3% |