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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 | $3,413 | $72,403-95.3% | $67,524-94.9% | $145,978-97.7% |
| Participation rate | 92.9% | 76.9%+16.0pp | 72.9%+20.0pp | 80.3%+12.6pp |
| Annual return | 15.05% | 7197.23%-7182.2pp | 3519.41%-3504.4pp | 550.52%-535.5pp |
| Employer contribution / active EE | $931 | $3,072-69.7% | $2,734-65.9% | $4,662-80.0% |
| Participant deferral / active EE | $1,203 | $4,782-74.8% | $4,001-69.9% | $6,690-82.0% |
| Admin fee / account holder | $261 | $5,541-95.3% | $4,001-93.5% | $13,400-98.1% |