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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 | $6,532 | $175,257-96.3% | $149,717-95.6% | $139,456-95.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 29.48% | 166.70%-137.2pp | 134.41%-104.9pp | 373.45%-344.0pp |
| Employer contribution / active EE | $1,308 | $5,477-76.1% | $4,820-72.9% | $4,753-72.5% |
| Participant deferral / active EE | $2,534 | $6,521-61.1% | $5,682-55.4% | $6,711-62.2% |
| Admin fee / account holder | $213 | $16,156-98.7% | $13,213-98.4% | $11,407-98.1% |