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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 | $1,662 | $169,361-99.0% | $129,397-98.7% | $145,877-98.9% |
| Participation rate | 77.8% | 76.5%+1.3pp | 69.6%+8.2pp | 80.3%-2.5pp |
| Annual return | 20.15% | 14395.54%-14375.4pp | 9453.98%-9433.8pp | 551.28%-531.1pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,154-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $740 | $4,987-85.2% | $4,167-82.3% | $6,691-88.9% |
| Admin fee / account holder | $37 | $9,903-99.6% | $7,679-99.5% | $13,402-99.7% |