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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 | $5,968 | $125,184-95.2% | $105,607-94.3% | $145,884-95.9% |
| Participation rate | 91.7% | 77.6%+14.0pp | 75.3%+16.4pp | 80.3%+11.4pp |
| Annual return | 14.44% | 225.00%-210.6pp | 116.11%-101.7pp | 551.85%-537.4pp |
| Employer contribution / active EE | $1,064 | $3,720-71.4% | $3,167-66.4% | $4,662-77.2% |
| Participant deferral / active EE | $1,990 | $5,714-65.2% | $5,011-60.3% | $6,690-70.3% |
| Admin fee / account holder | $275 | $17,133-98.4% | $10,958-97.5% | $13,392-97.9% |