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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 | $32,750 | $289,211-88.7% | $260,467-87.4% | $198,609-83.5% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 19.96% | 112.90%-92.9pp | 100.60%-80.6pp | 202.70%-182.7pp |
| Employer contribution / active EE | $3,742 | $4,663-19.8% | $4,239-11.7% | $5,055-26.0% |
| Participant deferral / active EE | $13,945 | $6,812+104.7% | $6,319+120.7% | $6,977+99.9% |
| Admin fee / account holder | $145 | $16,236-99.1% | $15,461-99.1% | $19,030-99.2% |