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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 | $16,320 | $112,112-85.4% | $95,956-83.0% | $158,950-89.7% |
| Participation rate | 71.4% | 79.0%-7.6pp | 77.1%-5.6pp | 82.0%-10.5pp |
| Annual return | 36.61% | 171.15%-134.5pp | 91.63%-55.0pp | 302.91%-266.3pp |
| Employer contribution / active EE | $1,763 | $3,199-44.9% | $2,541-30.6% | $4,762-63.0% |
| Participant deferral / active EE | $3,342 | $4,784-30.1% | $4,167-19.8% | $5,983-44.1% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,797-100.0% | $11,248-100.0% |