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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 | $18,033 | $162,821-88.9% | $133,978-86.5% | $158,982-88.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 89.59% | 41.95%+47.6pp | 45.10%+44.5pp | 302.99%-213.4pp |
| Employer contribution / active EE | $2,284 | $4,976-54.1% | $3,919-41.7% | $4,763-52.0% |
| Participant deferral / active EE | $10,414 | $5,910+76.2% | $5,047+106.3% | $5,983+74.0% |
| Admin fee / account holder | $59 | $11,742-99.5% | $8,930-99.3% | $11,252-99.5% |