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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 | $20,699 | $157,296-86.8% | $141,191-85.3% | $152,897-86.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 61.50% | 64.34%-2.8pp | 71.41%-9.9pp | 345.43%-283.9pp |
| Employer contribution / active EE | $3,254 | $5,262-38.2% | $4,736-31.3% | $4,764-31.7% |
| Participant deferral / active EE | $11,198 | $7,111+57.5% | $6,710+66.9% | $5,851+91.4% |
| Admin fee / account holder | $48 | $12,125-99.6% | $10,264-99.5% | $11,599-99.6% |