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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 | $13,081 | $160,040-91.8% | $147,096-91.1% | $145,877-91.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.90% | 98.49%-86.6pp | 419.75%-407.9pp | 551.28%-539.4pp |
| Employer contribution / active EE | $2,839 | $5,289-46.3% | $4,936-42.5% | $4,663-39.1% |
| Participant deferral / active EE | $5,496 | $8,429-34.8% | $8,071-31.9% | $6,691-17.9% |
| Admin fee / account holder | $176 | $15,050-98.8% | $13,005-98.6% | $13,402-98.7% |