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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 | $12,061 | $160,040-92.5% | $147,096-91.8% | $145,877-91.7% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 19.09% | 98.49%-79.4pp | 419.75%-400.7pp | 551.28%-532.2pp |
| Employer contribution / active EE | $3,149 | $5,289-40.5% | $4,936-36.2% | $4,663-32.5% |
| Participant deferral / active EE | $4,993 | $8,429-40.8% | $8,071-38.1% | $6,691-25.4% |
| Admin fee / account holder | $86 | $15,050-99.4% | $13,005-99.3% | $13,402-99.4% |