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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 | $29,097 | $203,436-85.7% | $152,466-80.9% | $167,518-82.6% |
| Participation rate | 94.7% | 82.3%+12.4pp | 78.2%+16.5pp | 82.1%+12.6pp |
| Annual return | 18.45% | 13.80%+4.7pp | 757.33%-738.9pp | 478.71%-460.3pp |
| Employer contribution / active EE | $4,977 | $5,220-4.7% | $4,327+15.0% | $4,838+2.9% |
| Participant deferral / active EE | $9,227 | $6,716+37.4% | $5,820+58.5% | $6,342+45.5% |
| Admin fee / account holder | $23 | $22,506-99.9% | $15,805-99.9% | $12,312-99.8% |