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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 | $8,723 | $102,635-91.5% | $86,209-89.9% | $139,456-93.7% |
| Participation rate | 83.3% | 74.5%+8.8pp | 69.0%+14.4pp | 80.3%+3.0pp |
| Annual return | 19.42% | 1923.53%-1904.1pp | 1169.05%-1149.6pp | 373.45%-354.0pp |
| Employer contribution / active EE | $2,187 | $3,034-27.9% | $2,381-8.2% | $4,753-54.0% |
| Participant deferral / active EE | $4,859 | $4,677+3.9% | $3,986+21.9% | $6,711-27.6% |
| Admin fee / account holder | $40 | $8,661-99.5% | $6,853-99.4% | $11,407-99.6% |