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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 | $3,241 | $176,071-98.2% | $159,450-98.0% | $167,497-98.1% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 0.00% | 331.79%-331.8pp | 263.60%-263.6pp | 478.62%-478.6pp |
| Employer contribution / active EE | $1,084 | $5,298-79.5% | $4,830-77.5% | $4,838-77.6% |
| Participant deferral / active EE | $2,940 | $7,750-62.1% | $7,352-60.0% | $6,341-53.6% |
| Admin fee / account holder | $242 | $12,555-98.1% | $10,800-97.8% | $12,310-98.0% |