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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 | $11,195 | $226,090-95.0% | $182,531-93.9% | $152,885-92.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 0.00% | 192.57%-192.6pp | 148.57%-148.6pp | 345.39%-345.4pp |
| Employer contribution / active EE | $1,600 | $4,978-67.9% | $4,075-60.7% | $4,763-66.4% |
| Participant deferral / active EE | $8,800 | $6,369+38.2% | $5,525+59.3% | $5,851+50.4% |
| Admin fee / account holder | $20 | $10,705-99.8% | $8,593-99.8% | $11,598-99.8% |