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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 | $22,707 | $152,612-85.1% | $125,192-81.9% | $152,897-85.1% |
| Participation rate | 85.7% | 83.3%+2.4pp | 79.8%+5.9pp | 82.5%+3.3pp |
| Annual return | 33.57% | 54.85%-21.3pp | 43.79%-10.2pp | 345.43%-311.9pp |
| Employer contribution / active EE | $6,397 | $4,947+29.3% | $3,866+65.5% | $4,764+34.3% |
| Participant deferral / active EE | $7,874 | $5,868+34.2% | $4,937+59.5% | $5,851+34.6% |
| Admin fee / account holder | $290 | $13,437-97.8% | $9,704-97.0% | $11,599-97.5% |