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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 | $17,786 | $112,131-84.1% | $95,964-81.5% | $158,982-88.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 19.94% | 171.19%-151.2pp | 91.64%-71.7pp | 302.99%-283.0pp |
| Employer contribution / active EE | $2,231 | $3,199-30.3% | $2,541-12.2% | $4,763-53.2% |
| Participant deferral / active EE | $2,747 | $4,784-42.6% | $4,167-34.1% | $5,983-54.1% |
| Admin fee / account holder | $134 | $10,136-98.7% | $6,797-98.0% | $11,252-98.8% |