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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 | $4,589 | $89,259-94.9% | $107,187-95.7% | $82,637-94.4% |
| Participation rate | 86.2% | 67.9%+18.3pp | 75.0%+11.2pp | 68.1%+18.2pp |
| Annual return | 46.85% | 21.02%+25.8pp | 204.55%-157.7pp | 53.51%-6.7pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,129 | $4,037-47.3% | $5,096-58.2% | $4,126-48.4% |
| Admin fee / account holder | $177 | $7,381-97.6% | $9,162-98.1% | $7,339-97.6% |