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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 | $19,391 | $87,834-77.9% | $133,975-85.5% | $62,881-69.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 216.62% | 12.05%+204.6pp | 29.29%+187.3pp | 20.14%+196.5pp |
| Employer contribution / active EE | $6,076 | $3,482+74.5% | $5,211+16.6% | $2,281+166.4% |
| Participant deferral / active EE | $3,004 | $4,812-37.6% | $6,282-52.2% | $3,203-6.2% |
| Admin fee / account holder | $159 | $5,372-97.0% | $9,324-98.3% | $4,296-96.3% |