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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 | $29,973 | $202,345-85.2% | $172,755-82.7% | $152,885-80.4% |
| Participation rate | 90.5% | 87.1%+3.4pp | 82.6%+7.8pp | 82.5%+8.0pp |
| Annual return | 18.74% | 1029.77%-1011.0pp | 802.94%-784.2pp | 345.39%-326.7pp |
| Employer contribution / active EE | $2,190 | $5,858-62.6% | $5,144-57.4% | $4,763-54.0% |
| Participant deferral / active EE | $4,513 | $5,948-24.1% | $5,198-13.2% | $5,851-22.9% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |