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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 | $2,301 | $58,726-96.1% | $142,898-98.4% | $85,847-97.3% |
| Participation rate | 85.2% | 58.5%+26.7pp | 72.0%+13.2pp | 69.3%+15.9pp |
| Annual return | 137.84% | 27.73%+110.1pp | 5639.64%-5501.8pp | 318.61%-180.8pp |
| Employer contribution / active EE | $898 | $1,424-36.9% | $4,146-78.3% | $2,565-65.0% |
| Participant deferral / active EE | $1,131 | $2,609-56.7% | $3,838-70.5% | $3,952-71.4% |
| Admin fee / account holder | $3 | $4,234-99.9% | $6,560-100.0% | $6,261-100.0% |