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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 | $10,675 | $124,175-91.4% | $108,405-90.2% | $167,536-93.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 0.00% | 1380.13%-1380.1pp | 905.55%-905.5pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,642 | $4,188-60.8% | $3,559-53.9% | $4,839-66.1% |
| Participant deferral / active EE | $8,785 | $6,908+27.2% | $6,563+33.9% | $6,342+38.5% |
| Admin fee / account holder | $18 | $9,457-99.8% | $7,297-99.8% | $12,315-99.9% |