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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 | $5,784 | $176,105-96.7% | $159,474-96.4% | $167,536-96.5% |
| Participation rate | 84.6% | 85.0%-0.3pp | 82.8%+1.8pp | 82.1%+2.5pp |
| Annual return | 104.55% | 331.91%-227.4pp | 263.68%-159.1pp | 478.82%-374.3pp |
| Employer contribution / active EE | $1,379 | $5,299-74.0% | $4,831-71.5% | $4,839-71.5% |
| Participant deferral / active EE | $2,630 | $7,751-66.1% | $7,353-64.2% | $6,342-58.5% |
| Admin fee / account holder | $16 | $12,559-99.9% | $10,802-99.9% | $12,315-99.9% |