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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 | $19,152 | $88,672-78.4% | $105,223-81.8% | $82,448-76.8% |
| Participation rate | 89.8% | 67.9%+21.9pp | 75.0%+14.8pp | 68.1%+21.7pp |
| Annual return | 89.17% | 30.86%+58.3pp | 180.65%-91.5pp | 41.64%+47.5pp |
| Employer contribution / active EE | $1,646 | $3,048-46.0% | $3,689-55.4% | $2,551-35.5% |
| Participant deferral / active EE | $6,333 | $4,036+56.9% | $5,072+24.9% | $4,139+53.0% |
| Admin fee / account holder | $171 | $7,146-97.6% | $8,859-98.1% | $7,234-97.6% |