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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 | $6,243 | $58,391-89.3% | $76,667-91.9% | $72,976-91.4% |
| Participation rate | 77.8% | 67.4%+10.4pp | 72.1%+5.7pp | 69.5%+8.3pp |
| Annual return | 29.75% | 2306.65%-2276.9pp | 1166.74%-1137.0pp | 81.02%-51.3pp |
| Employer contribution / active EE | $977 | $1,787-45.3% | $2,303-57.6% | $2,440-59.9% |
| Participant deferral / active EE | $1,344 | $2,690-50.0% | $3,336-59.7% | $3,608-62.7% |
| Admin fee / account holder | $59 | $4,014-98.5% | $6,423-99.1% | $5,124-98.9% |