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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 | $16,420 | $155,840-89.5% | $124,694-86.8% | $167,553-90.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 18.90% | 17.98%+0.9pp | 5144.82%-5125.9pp | 478.89%-460.0pp |
| Employer contribution / active EE | $3,011 | $4,165-27.7% | $3,325-9.4% | $4,840-37.8% |
| Participant deferral / active EE | $3,465 | $5,675-38.9% | $4,615-24.9% | $6,343-45.4% |
| Admin fee / account holder | $20 | $9,536-99.8% | $7,495-99.7% | $12,316-99.8% |