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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 | $10,477 | $125,184-91.6% | $105,607-90.1% | $145,884-92.8% |
| Participation rate | 85.7% | 77.6%+8.1pp | 75.3%+10.4pp | 80.3%+5.4pp |
| Annual return | 17.61% | 225.00%-207.4pp | 116.11%-98.5pp | 551.85%-534.2pp |
| Employer contribution / active EE | $1,433 | $3,720-61.5% | $3,167-54.8% | $4,662-69.3% |
| Participant deferral / active EE | $1,904 | $5,714-66.7% | $5,011-62.0% | $6,690-71.5% |
| Admin fee / account holder | $0 | $17,133-100.0% | $10,958-100.0% | $13,392-100.0% |