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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 | $2,117 | $123,750-98.3% | $69,611-97.0% | $145,877-98.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 17.91% | 192.03%-174.1pp | 101.14%-83.2pp | 551.28%-533.4pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $1,709-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,519 | $4,243-64.2% | $2,891-47.5% | $6,691-77.3% |
| Admin fee / account holder | $86 | $7,817-98.9% | $4,696-98.2% | $13,402-99.4% |