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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 | $10,113 | $83,337-87.9% | $67,834-85.1% | $273,972-96.3% |
| Participation rate | 77.8% | 76.4%+1.3pp | 68.8%+9.0pp | 83.0%-5.2pp |
| Annual return | 9.23% | 259.45%-250.2pp | 138.47%-129.2pp | 41.46%-32.2pp |
| Employer contribution / active EE | $1,392 | $3,287-57.7% | $2,403-42.1% | $4,869-71.4% |
| Participant deferral / active EE | $2,074 | $4,088-49.3% | $3,160-34.4% | $5,287-60.8% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,133-100.0% |