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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 | $2,142 | $102,663-97.9% | $86,216-97.5% | $139,466-98.5% |
| Participation rate | 83.3% | 74.5%+8.8pp | 69.0%+14.4pp | 80.3%+3.0pp |
| Annual return | 0.00% | 1924.52%-1924.5pp | 1169.42%-1169.4pp | 373.66%-373.7pp |
| Employer contribution / active EE | $695 | $3,035-77.1% | $2,382-70.8% | $4,754-85.4% |
| Participant deferral / active EE | $1,151 | $4,677-75.4% | $3,986-71.1% | $6,712-82.8% |
| Admin fee / account holder | $22 | $8,663-99.7% | $6,853-99.7% | $11,409-99.8% |