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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 | $13,470 | $175,259-92.3% | $149,723-91.0% | $139,487-90.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 32.96% | 166.82%-133.9pp | 134.50%-101.5pp | 373.84%-340.9pp |
| Employer contribution / active EE | $4,532 | $5,478-17.3% | $4,821-6.0% | $4,755-4.7% |
| Participant deferral / active EE | $3,867 | $6,522-40.7% | $5,682-31.9% | $6,713-42.4% |
| Admin fee / account holder | $20 | $16,158-99.9% | $13,215-99.8% | $11,407-99.8% |