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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 | $17,375 | $209,422-91.7% | $178,503-90.3% | $158,982-89.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 31.56% | 188.81%-157.2pp | 151.12%-119.6pp | 302.99%-271.4pp |
| Employer contribution / active EE | $4,161 | $5,707-27.1% | $5,011-17.0% | $4,763-12.6% |
| Participant deferral / active EE | $5,619 | $5,955-5.6% | $5,202+8.0% | $5,983-6.1% |
| Admin fee / account holder | $15 | $17,079-99.9% | $13,987-99.9% | $11,252-99.9% |