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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 | $15,473 | $144,130-89.3% | $117,860-86.9% | $147,585-89.5% |
| Participation rate | 86.7% | 83.4%+3.2pp | 79.7%+7.0pp | 82.8%+3.8pp |
| Annual return | 22.00% | 531.20%-509.2pp | 335.10%-313.1pp | 578.58%-556.6pp |
| Employer contribution / active EE | $2,346 | $4,897-52.1% | $3,786-38.0% | $4,876-51.9% |
| Participant deferral / active EE | $6,065 | $5,316+14.1% | $4,482+35.3% | $5,439+11.5% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |