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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 | $2,338 | $67,352-96.5% | $60,899-96.2% | $134,509-98.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | 0.00% | 49.99%-50.0pp | 16.92%-16.9pp | 418.13%-418.1pp |
| Employer contribution / active EE | $1,425 | $3,098-54.0% | $2,702-47.3% | $4,741-69.9% |
| Participant deferral / active EE | $2,805 | $4,539-38.2% | $3,817-26.5% | $6,400-56.2% |
| Admin fee / account holder | $0 | $4,585-100.0% | $3,225-100.0% | $11,427-100.0% |