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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 | $15,489 | $89,367-82.7% | $141,191-89.0% | $72,975-78.8% |
| Participation rate | 93.3% | 75.1%+18.2pp | 82.5%+10.9pp | 69.5%+23.8pp |
| Annual return | 61.62% | 111.87%-50.2pp | 71.41%-9.8pp | 81.01%-19.4pp |
| Employer contribution / active EE | $2,945 | $3,115-5.5% | $4,736-37.8% | $2,440+20.7% |
| Participant deferral / active EE | $4,727 | $5,419-12.8% | $6,710-29.5% | $3,608+31.0% |
| Admin fee / account holder | $74 | $5,957-98.8% | $10,264-99.3% | $5,124-98.5% |