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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 | $6,621 | $85,171-92.2% | $172,752-96.2% | $72,975-90.9% |
| Participation rate | 92.9% | 70.1%+22.8pp | 82.6%+10.2pp | 69.5%+23.4pp |
| Annual return | 34.61% | 27.32%+7.3pp | 802.97%-768.4pp | 81.01%-46.4pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,918 | $3,260+20.2% | $5,198-24.6% | $3,608+8.6% |
| Admin fee / account holder | $101 | $5,880-98.3% | $13,955-99.3% | $5,124-98.0% |