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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 | $6,395 | $183,627-96.5% | $155,602-95.9% | $145,978-95.6% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 11.30% | 61.32%-50.0pp | 64.81%-53.5pp | 550.52%-539.2pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,692 | $6,466-42.9% | $5,629-34.4% | $6,690-44.8% |
| Admin fee / account holder | $285 | $19,327-98.5% | $15,923-98.2% | $13,400-97.9% |