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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 | $17,312 | $154,159-88.8% | $130,026-86.7% | $139,456-87.6% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.5%+1.5pp | 80.3%-0.3pp |
| Annual return | 23.12% | 32.50%-9.4pp | -137.26%+160.4pp | 373.45%-350.3pp |
| Employer contribution / active EE | $1,756 | $5,292-66.8% | $4,321-59.4% | $4,753-63.1% |
| Participant deferral / active EE | $2,206 | $6,710-67.1% | $5,821-62.1% | $6,711-67.1% |
| Admin fee / account holder | $14 | $14,001-99.9% | $10,608-99.9% | $11,407-99.9% |