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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 | $3,383 | $175,257-98.1% | $149,717-97.7% | $139,456-97.6% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.5pp |
| Annual return | 100.93% | 166.70%-65.8pp | 134.41%-33.5pp | 373.45%-272.5pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,322 | $6,521-64.4% | $5,682-59.1% | $6,711-65.4% |
| Admin fee / account holder | $141 | $16,156-99.1% | $13,213-98.9% | $11,407-98.8% |