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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 | $5,239 | $96,691-94.6% | $86,656-94.0% | $139,487-96.2% |
| Participation rate | 84.6% | 74.4%+10.2pp | 71.7%+12.9pp | 80.3%+4.3pp |
| Annual return | 26.19% | 106.87%-80.7pp | 593.09%-566.9pp | 373.84%-347.6pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,938 | $4,838-59.9% | $4,439-56.4% | $6,713-71.1% |
| Admin fee / account holder | $32 | $6,414-99.5% | $5,619-99.4% | $11,407-99.7% |