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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 | $10,468 | $107,363-90.2% | $92,909-88.7% | $152,897-93.2% |
| Participation rate | 84.2% | 79.8%+4.4pp | 76.0%+8.2pp | 82.5%+1.8pp |
| Annual return | 26.32% | 145.63%-119.3pp | 109.44%-83.1pp | 345.43%-319.1pp |
| Employer contribution / active EE | $1,390 | $4,222-67.1% | $3,653-61.9% | $4,764-70.8% |
| Participant deferral / active EE | $2,684 | $4,848-44.6% | $4,238-36.7% | $5,851-54.1% |
| Admin fee / account holder | $50 | $7,082-99.3% | $5,795-99.1% | $11,599-99.6% |