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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 | $22,987 | $180,459-87.3% | $154,108-85.1% | $135,380-83.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.50% | 888.21%-893.7pp | 735.21%-740.7pp | 519.81%-525.3pp |
| Employer contribution / active EE | $6,319 | $6,035+4.7% | $5,298+19.3% | $4,779+32.2% |
| Participant deferral / active EE | $5,153 | $5,806-11.3% | $5,081+1.4% | $5,609-8.1% |
| Admin fee / account holder | $113 | $16,145-99.3% | $13,411-99.2% | $10,828-99.0% |