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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 | $20,057 | $209,874-90.4% | $189,537-89.4% | $167,536-88.0% |
| Participation rate | 90.0% | 88.7%+1.3pp | 87.8%+2.2pp | 82.1%+7.9pp |
| Annual return | 11.38% | 748.61%-737.2pp | 555.34%-544.0pp | 478.82%-467.4pp |
| Employer contribution / active EE | $4,298 | $6,913-37.8% | $6,161-30.2% | $4,839-11.2% |
| Participant deferral / active EE | $7,178 | $8,934-19.7% | $8,220-12.7% | $6,342+13.2% |
| Admin fee / account holder | $9 | $14,299-99.9% | $12,048-99.9% | $12,315-99.9% |