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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 | $18,717 | $198,457-90.6% | $170,435-89.0% | $147,586-87.3% |
| Participation rate | 81.8% | 88.0%-6.1pp | 83.6%-1.8pp | 82.8%-1.0pp |
| Annual return | 42.19% | 257.30%-215.1pp | 205.94%-163.8pp | 578.59%-536.4pp |
| Employer contribution / active EE | $4,282 | $6,183-30.8% | $5,432-21.2% | $4,876-12.2% |
| Participant deferral / active EE | $5,173 | $5,629-8.1% | $4,939+4.7% | $5,439-4.9% |
| Admin fee / account holder | $240 | $16,852-98.6% | $13,881-98.3% | $10,886-97.8% |