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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 | $14,267 | $154,209-90.7% | $130,062-89.0% | $139,487-89.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 32.63% | 32.52%+0.1pp | -137.37%+170.0pp | 373.84%-341.2pp |
| Employer contribution / active EE | $4,739 | $5,292-10.5% | $4,322+9.6% | $4,755-0.3% |
| Participant deferral / active EE | $3,958 | $6,709-41.0% | $5,821-32.0% | $6,713-41.0% |
| Admin fee / account holder | $181 | $13,988-98.7% | $10,601-98.3% | $11,407-98.4% |