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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 | $9,512 | $148,582-93.6% | $135,942-93.0% | $139,456-93.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 49.41% | 79.26%-29.8pp | 68.28%-18.9pp | 373.45%-324.0pp |
| Employer contribution / active EE | $1,820 | $5,245-65.3% | $4,858-62.5% | $4,753-61.7% |
| Participant deferral / active EE | $17,662 | $8,101+118.0% | $7,759+127.6% | $6,711+163.2% |
| Admin fee / account holder | $50 | $12,402-99.6% | $10,764-99.5% | $11,407-99.6% |