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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 | $11,315 | $101,063-88.8% | $81,473-86.1% | $147,586-92.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 63.10% | 32.41%+30.7pp | 38.78%+24.3pp | 578.59%-515.5pp |
| Employer contribution / active EE | $3,024 | $3,206-5.7% | $2,568+17.8% | $4,876-38.0% |
| Participant deferral / active EE | $6,670 | $4,242+57.2% | $3,537+88.6% | $5,439+22.6% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |