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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 | $27,278 | $100,060-72.7% | $149,721-81.8% | $70,126-61.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 140.42% | 27.46%+113.0pp | 1501.67%-1361.2pp | 73.15%+67.3pp |
| Employer contribution / active EE | $3,184 | $3,661-13.0% | $5,444-41.5% | $2,343+35.9% |
| Participant deferral / active EE | $4,338 | $4,982-12.9% | $6,568-34.0% | $3,332+30.2% |
| Admin fee / account holder | $223 | $8,285-97.3% | $11,282-98.0% | $4,645-95.2% |