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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 | $21,182 | $85,766-75.3% | $136,298-84.5% | $70,126-69.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 57.59% | 31.46%+26.1pp | 5156.27%-5098.7pp | 73.15%-15.6pp |
| Employer contribution / active EE | $3,321 | $2,966+12.0% | $4,696-29.3% | $2,343+41.8% |
| Participant deferral / active EE | $9,450 | $5,051+87.1% | $6,247+51.3% | $3,332+183.6% |
| Admin fee / account holder | $65 | $5,421-98.8% | $9,244-99.3% | $4,645-98.6% |