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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 | $18,186 | $165,399-89.0% | $149,745-87.9% | $158,982-88.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 41.89% | 348.34%-306.4pp | 276.72%-234.8pp | 302.99%-261.1pp |
| Employer contribution / active EE | $2,627 | $5,105-48.5% | $4,646-43.5% | $4,763-44.8% |
| Participant deferral / active EE | $3,001 | $7,183-58.2% | $6,843-56.2% | $5,983-49.9% |
| Admin fee / account holder | $58 | $10,811-99.5% | $9,312-99.4% | $11,252-99.5% |