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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 | $8,714 | $154,228-94.3% | $145,433-94.0% | $137,256-93.7% |
| Participation rate | 95.8% | 83.8%+12.0pp | 82.1%+13.7pp | 80.0%+15.9pp |
| Annual return | 22.31% | 74.59%-52.3pp | 66.58%-44.3pp | 220.34%-198.0pp |
| Employer contribution / active EE | $1,742 | $4,804-63.7% | $4,554-61.7% | $4,156-58.1% |
| Participant deferral / active EE | $2,531 | $8,216-69.2% | $7,897-67.9% | $6,407-60.5% |
| Admin fee / account holder | $197 | $14,344-98.6% | $13,129-98.5% | $12,270-98.4% |