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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 | $10,840 | $111,878-90.3% | $93,727-88.4% | $145,897-92.6% |
| Participation rate | 87.5% | 74.2%+13.3pp | 68.7%+18.8pp | 80.3%+7.2pp |
| Annual return | 16.04% | 204.28%-188.2pp | 133.83%-117.8pp | 552.29%-536.2pp |
| Employer contribution / active EE | $1,301 | $3,092-57.9% | $2,421-46.3% | $4,663-72.1% |
| Participant deferral / active EE | $1,486 | $4,920-69.8% | $4,417-66.4% | $6,689-77.8% |
| Admin fee / account holder | $40 | $10,256-99.6% | $8,292-99.5% | $13,390-99.7% |