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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 | $13,193 | $48,570-72.8% | $130,660-89.9% | $72,975-81.9% |
| Participation rate | 81.8% | 58.6%+23.2pp | 71.7%+10.1pp | 69.5%+12.3pp |
| Annual return | 85.97% | 38.63%+47.3pp | 1709.29%-1623.3pp | 81.01%+5.0pp |
| Employer contribution / active EE | $2,451 | $1,334+83.7% | $4,092-40.1% | $2,440+0.4% |
| Participant deferral / active EE | $4,607 | $2,384+93.3% | $3,603+27.9% | $3,608+27.7% |
| Admin fee / account holder | $0 | $3,549-100.0% | $5,463-100.0% | $5,124-100.0% |