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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 | $11,635 | $175,231-93.4% | $149,696-92.2% | $139,466-91.7% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.6pp |
| Annual return | 34.31% | 166.77%-132.5pp | 134.46%-100.1pp | 373.66%-339.4pp |
| Employer contribution / active EE | $2,306 | $5,478-57.9% | $4,821-52.2% | $4,754-51.5% |
| Participant deferral / active EE | $4,065 | $6,521-37.7% | $5,682-28.5% | $6,712-39.4% |
| Admin fee / account holder | $28 | $16,155-99.8% | $13,212-99.8% | $11,409-99.8% |