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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 | $1,118 | $76,785-98.5% | $56,441-98.0% | $145,959-99.2% |
| Participation rate | 78.9% | 63.2%+15.7pp | 52.5%+26.5pp | 80.3%-1.3pp |
| Annual return | 16.32% | 3000.51%-2984.2pp | 1704.21%-1687.9pp | 561.95%-545.6pp |
| Employer contribution / active EE | $0 | $1,381-100.0% | $1,039-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $396 | $2,624-84.9% | $1,953-79.7% | $6,689-94.1% |
| Admin fee / account holder | $4 | $3,334-99.9% | $2,829-99.9% | $13,398-100.0% |