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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 | $17,170 | $165,381-89.6% | $149,730-88.5% | $158,966-89.2% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 36.32% | 348.29%-312.0pp | 276.70%-240.4pp | 302.95%-266.6pp |
| Employer contribution / active EE | $2,830 | $5,104-44.6% | $4,645-39.1% | $4,762-40.6% |
| Participant deferral / active EE | $2,830 | $7,182-60.6% | $6,843-58.6% | $5,983-52.7% |
| Admin fee / account holder | $142 | $10,809-98.7% | $9,310-98.5% | $11,250-98.7% |