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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 | $19,992 | $198,457-89.9% | $170,435-88.3% | $147,586-86.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.52% | 257.30%-242.8pp | 205.94%-191.4pp | 578.59%-564.1pp |
| Employer contribution / active EE | $6,436 | $6,183+4.1% | $5,432+18.5% | $4,876+32.0% |
| Participant deferral / active EE | $5,169 | $5,629-8.2% | $4,939+4.7% | $5,439-5.0% |
| Admin fee / account holder | $242 | $16,852-98.6% | $13,881-98.3% | $10,886-97.8% |