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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 | $30,409 | $209,422-85.5% | $178,503-83.0% | $158,982-80.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 23.86% | 188.81%-164.9pp | 151.12%-127.3pp | 302.99%-279.1pp |
| Employer contribution / active EE | $5,445 | $5,707-4.6% | $5,011+8.7% | $4,763+14.3% |
| Participant deferral / active EE | $3,763 | $5,955-36.8% | $5,202-27.7% | $5,983-37.1% |
| Admin fee / account holder | $14 | $17,079-99.9% | $13,987-99.9% | $11,252-99.9% |