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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 | $18,620 | $138,076-86.5% | $123,553-84.9% | $135,380-86.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 0.00% | 153.70%-153.7pp | 119.21%-119.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $10,905 | $5,152+111.7% | $4,628+135.6% | $4,779+128.2% |
| Participant deferral / active EE | $6,787 | $6,800-0.2% | $6,426+5.6% | $5,609+21.0% |
| Admin fee / account holder | $36 | $10,917-99.7% | $9,284-99.6% | $10,828-99.7% |