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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 | $25,516 | $201,259-87.3% | $184,200-86.1% | $145,959-82.5% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 25.86% | 28.98%-3.1pp | 28.80%-2.9pp | 561.95%-536.1pp |
| Employer contribution / active EE | $3,367 | $7,018-52.0% | $6,424-47.6% | $4,661-27.8% |
| Participant deferral / active EE | $7,349 | $9,806-25.1% | $9,132-19.5% | $6,689+9.9% |
| Admin fee / account holder | $194 | $16,372-98.8% | $13,907-98.6% | $13,398-98.6% |