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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 | $24,737 | $198,457-87.5% | $170,435-85.5% | $147,586-83.2% |
| Participation rate | 89.5% | 88.0%+1.5pp | 83.6%+5.9pp | 82.8%+6.6pp |
| Annual return | 13.76% | 257.30%-243.5pp | 205.94%-192.2pp | 578.59%-564.8pp |
| Employer contribution / active EE | $1,881 | $6,183-69.6% | $5,432-65.4% | $4,876-61.4% |
| Participant deferral / active EE | $3,618 | $5,629-35.7% | $4,939-26.7% | $5,439-33.5% |
| Admin fee / account holder | $145 | $16,852-99.1% | $13,881-99.0% | $10,886-98.7% |