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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 | $14,699 | $157,296-90.7% | $141,191-89.6% | $152,897-90.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 75.34% | 64.34%+11.0pp | 71.41%+3.9pp | 345.43%-270.1pp |
| Employer contribution / active EE | $2,969 | $5,262-43.6% | $4,736-37.3% | $4,764-37.7% |
| Participant deferral / active EE | $8,676 | $7,111+22.0% | $6,710+29.3% | $5,851+48.3% |
| Admin fee / account holder | $143 | $12,125-98.8% | $10,264-98.6% | $11,599-98.8% |