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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 | $23,046 | $152,619-84.9% | $125,195-81.6% | $152,909-84.9% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.5%+0.9pp |
| Annual return | 22.73% | 54.85%-32.1pp | 43.79%-21.1pp | 345.46%-322.7pp |
| Employer contribution / active EE | $2,663 | $4,947-46.2% | $3,866-31.1% | $4,764-44.1% |
| Participant deferral / active EE | $5,639 | $5,869-3.9% | $4,937+14.2% | $5,851-3.6% |
| Admin fee / account holder | $121 | $13,437-99.1% | $9,704-98.8% | $11,601-99.0% |