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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 | $11,910 | $202,345-94.1% | $172,755-93.1% | $152,885-92.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 54.47% | 1029.77%-975.3pp | 802.94%-748.5pp | 345.39%-290.9pp |
| Employer contribution / active EE | $1,939 | $5,858-66.9% | $5,144-62.3% | $4,763-59.3% |
| Participant deferral / active EE | $9,450 | $5,948+58.9% | $5,198+81.8% | $5,851+61.5% |
| Admin fee / account holder | $24 | $17,111-99.9% | $13,955-99.8% | $11,598-99.8% |