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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 | $15,363 | $148,629-89.7% | $135,982-88.7% | $139,487-89.0% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 31.10% | 79.33%-48.2pp | 68.32%-37.2pp | 373.84%-342.7pp |
| Employer contribution / active EE | $2,799 | $5,247-46.6% | $4,859-42.4% | $4,755-41.1% |
| Participant deferral / active EE | $3,304 | $8,102-59.2% | $7,760-57.4% | $6,713-50.8% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |