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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 | $12,325 | $99,652-87.6% | $78,778-84.4% | $147,586-91.6% |
| Participation rate | 94.1% | 76.2%+17.9pp | 69.2%+24.9pp | 82.8%+11.3pp |
| Annual return | 34.00% | 47.28%-13.3pp | 35.62%-1.6pp | 578.59%-544.6pp |
| Employer contribution / active EE | $2,264 | $2,796-19.0% | $1,986+14.0% | $4,876-53.6% |
| Participant deferral / active EE | $5,906 | $3,664+61.2% | $2,958+99.7% | $5,439+8.6% |
| Admin fee / account holder | $41 | $7,155-99.4% | $5,134-99.2% | $10,886-99.6% |