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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 | $3,244 | $110,278-97.1% | $95,740-96.6% | $139,466-97.7% |
| Participation rate | 76.2% | 75.7%+0.4pp | 72.3%+3.9pp | 80.3%-4.1pp |
| Annual return | 32.45% | 27.19%+5.3pp | 28.41%+4.0pp | 373.66%-341.2pp |
| Employer contribution / active EE | $773 | $3,260-76.3% | $2,836-72.7% | $4,754-83.7% |
| Participant deferral / active EE | $938 | $4,674-79.9% | $4,244-77.9% | $6,712-86.0% |
| Admin fee / account holder | $43 | $6,613-99.4% | $5,676-99.3% | $11,409-99.6% |