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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 | $18,609 | $209,422-91.1% | $178,503-89.6% | $158,982-88.3% |
| Participation rate | 85.7% | 86.4%-0.6pp | 81.9%+3.8pp | 82.0%+3.7pp |
| Annual return | 25.31% | 188.81%-163.5pp | 151.12%-125.8pp | 302.99%-277.7pp |
| Employer contribution / active EE | $1,252 | $5,707-78.1% | $5,011-75.0% | $4,763-73.7% |
| Participant deferral / active EE | $4,442 | $5,955-25.4% | $5,202-14.6% | $5,983-25.8% |
| Admin fee / account holder | $6 | $17,079-100.0% | $13,987-100.0% | $11,252-99.9% |