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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 | $3,793 | $211,105-98.2% | $178,449-97.9% | $145,978-97.4% |
| Participation rate | 86.4% | 80.8%+5.6pp | 77.1%+9.3pp | 80.3%+6.1pp |
| Annual return | 20.75% | 30.19%-9.4pp | 27.09%-6.3pp | 550.52%-529.8pp |
| Employer contribution / active EE | $1,041 | $4,569-77.2% | $3,951-73.6% | $4,662-77.7% |
| Participant deferral / active EE | $2,808 | $6,959-59.6% | $6,277-55.3% | $6,690-58.0% |
| Admin fee / account holder | $46 | $12,017-99.6% | $10,362-99.6% | $13,400-99.7% |