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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 | $21,158 | $157,296-86.5% | $141,191-85.0% | $152,897-86.2% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.5%-4.7pp |
| Annual return | 15.92% | 64.34%-48.4pp | 71.41%-55.5pp | 345.43%-329.5pp |
| Employer contribution / active EE | $1,937 | $5,262-63.2% | $4,736-59.1% | $4,764-59.3% |
| Participant deferral / active EE | $3,158 | $7,111-55.6% | $6,710-52.9% | $5,851-46.0% |
| Admin fee / account holder | $107 | $12,125-99.1% | $10,264-99.0% | $11,599-99.1% |