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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 | $13,522 | $154,193-91.2% | $130,045-89.6% | $139,466-90.3% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.5%+13.2pp | 80.3%+11.3pp |
| Annual return | 28.72% | 32.51%-3.8pp | -137.30%+166.0pp | 373.66%-344.9pp |
| Employer contribution / active EE | $1,255 | $5,292-76.3% | $4,321-71.0% | $4,754-73.6% |
| Participant deferral / active EE | $4,799 | $6,709-28.5% | $5,820-17.5% | $6,712-28.5% |
| Admin fee / account holder | $213 | $13,989-98.5% | $10,600-98.0% | $11,409-98.1% |