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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 | $15,685 | $165,399-90.5% | $149,745-89.5% | $158,982-90.1% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+8.9pp |
| Annual return | 106.96% | 348.34%-241.4pp | 276.72%-169.8pp | 302.99%-196.0pp |
| Employer contribution / active EE | $5,381 | $5,105+5.4% | $4,646+15.8% | $4,763+13.0% |
| Participant deferral / active EE | $3,018 | $7,183-58.0% | $6,843-55.9% | $5,983-49.6% |
| Admin fee / account holder | $75 | $10,811-99.3% | $9,312-99.2% | $11,252-99.3% |