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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 | $28,777 | $199,109-85.5% | $173,730-83.4% | $154,746-81.4% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.6%-4.6pp | 80.7%-5.7pp |
| Annual return | 42.13% | 20.02%+22.1pp | 19.96%+22.2pp | 172.34%-130.2pp |
| Employer contribution / active EE | $4,131 | $5,311-22.2% | $4,577-9.8% | $4,379-5.7% |
| Participant deferral / active EE | $8,280 | $7,113+16.4% | $6,326+30.9% | $6,730+23.0% |
| Admin fee / account holder | $39 | $20,916-99.8% | $17,523-99.8% | $14,365-99.7% |