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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 | $17,120 | $209,425-91.8% | $178,499-90.4% | $158,966-89.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.24% | 188.80%-174.6pp | 151.10%-136.9pp | 302.95%-288.7pp |
| Employer contribution / active EE | $6,858 | $5,707+20.2% | $5,011+36.9% | $4,762+44.0% |
| Participant deferral / active EE | $3,482 | $5,955-41.5% | $5,202-33.1% | $5,983-41.8% |
| Admin fee / account holder | $49 | $17,078-99.7% | $13,986-99.6% | $11,250-99.6% |