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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 | $32,562 | $227,399-85.7% | $189,758-82.8% | $198,609-83.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 20.91% | 61.03%-40.1pp | 52.62%-31.7pp | 202.70%-181.8pp |
| Employer contribution / active EE | $2,750 | $5,526-50.2% | $4,767-42.3% | $5,055-45.6% |
| Participant deferral / active EE | $3,337 | $6,837-51.2% | $5,856-43.0% | $6,977-52.2% |
| Admin fee / account holder | $20 | $25,162-99.9% | $20,388-99.9% | $19,030-99.9% |