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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 | $25,688 | $198,457-87.1% | $170,435-84.9% | $147,586-82.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.98% | 257.30%-243.3pp | 205.94%-192.0pp | 578.59%-564.6pp |
| Employer contribution / active EE | $6,138 | $6,183-0.7% | $5,432+13.0% | $4,876+25.9% |
| Participant deferral / active EE | $3,604 | $5,629-36.0% | $4,939-27.0% | $5,439-33.7% |
| Admin fee / account holder | $179 | $16,852-98.9% | $13,881-98.7% | $10,886-98.4% |