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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 | $16,998 | $102,429-83.4% | $147,096-88.4% | $80,925-79.0% |
| Participation rate | 82.8% | 75.9%+6.9pp | 82.2%+0.6pp | 67.7%+15.1pp |
| Annual return | 17.32% | 135.02%-117.7pp | 419.75%-402.4pp | 35.65%-18.3pp |
| Employer contribution / active EE | $2,175 | $3,716-41.4% | $4,936-55.9% | $2,756-21.1% |
| Participant deferral / active EE | $3,709 | $6,649-44.2% | $8,071-54.0% | $4,299-13.7% |
| Admin fee / account holder | $22 | $7,957-99.7% | $13,005-99.8% | $6,940-99.7% |