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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 | $4,357 | $123,859-96.5% | $69,632-93.7% | $145,897-97.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 15.57% | 192.49%-176.9pp | 101.32%-85.8pp | 552.29%-536.7pp |
| Employer contribution / active EE | $862 | $2,673-67.7% | $1,708-49.5% | $4,663-81.5% |
| Participant deferral / active EE | $862 | $4,242-79.7% | $2,889-70.2% | $6,689-87.1% |
| Admin fee / account holder | $0 | $7,817-100.0% | $4,695-100.0% | $13,390-100.0% |