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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 | $8,946 | $138,078-93.5% | $125,363-92.9% | $134,509-93.3% |
| Participation rate | 94.1% | 84.5%+9.6pp | 82.4%+11.7pp | 81.2%+12.9pp |
| Annual return | 0.00% | 750.49%-750.5pp | 572.15%-572.1pp | 418.13%-418.1pp |
| Employer contribution / active EE | $2,416 | $5,245-53.9% | $4,815-49.8% | $4,741-49.0% |
| Participant deferral / active EE | $6,548 | $7,800-16.0% | $7,447-12.1% | $6,400+2.3% |
| Admin fee / account holder | $5 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |