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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 | $17,650 | $176,077-90.0% | $159,455-88.9% | $167,518-89.5% |
| Participation rate | 81.3% | 84.9%-3.7pp | 82.8%-1.6pp | 82.1%-0.9pp |
| Annual return | 23.26% | 331.83%-308.6pp | 263.63%-240.4pp | 478.71%-455.5pp |
| Employer contribution / active EE | $1,544 | $5,298-70.9% | $4,830-68.0% | $4,838-68.1% |
| Participant deferral / active EE | $2,961 | $7,751-61.8% | $7,353-59.7% | $6,342-53.3% |
| Admin fee / account holder | $81 | $12,556-99.4% | $10,800-99.2% | $12,312-99.3% |