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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 | $15,732 | $160,040-90.2% | $147,096-89.3% | $145,877-89.2% |
| Participation rate | 86.7% | 84.0%+2.6pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 21.36% | 98.49%-77.1pp | 419.75%-398.4pp | 551.28%-529.9pp |
| Employer contribution / active EE | $4,758 | $5,289-10.0% | $4,936-3.6% | $4,663+2.0% |
| Participant deferral / active EE | $4,242 | $8,429-49.7% | $8,071-47.4% | $6,691-36.6% |
| Admin fee / account holder | $158 | $15,050-99.0% | $13,005-98.8% | $13,402-98.8% |