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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 | $7,790 | $154,193-94.9% | $130,045-94.0% | $139,466-94.4% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.5%+11.5pp | 80.3%+9.7pp |
| Annual return | 34.23% | 32.51%+1.7pp | -137.30%+171.5pp | 373.66%-339.4pp |
| Employer contribution / active EE | $1,378 | $5,292-74.0% | $4,321-68.1% | $4,754-71.0% |
| Participant deferral / active EE | $5,054 | $6,709-24.7% | $5,820-13.2% | $6,712-24.7% |
| Admin fee / account holder | $19 | $13,989-99.9% | $10,600-99.8% | $11,409-99.8% |