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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 | $23,818 | $209,425-88.6% | $178,499-86.7% | $158,966-85.0% |
| Participation rate | 88.9% | 86.4%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 21.69% | 188.80%-167.1pp | 151.10%-129.4pp | 302.95%-281.3pp |
| Employer contribution / active EE | $1,504 | $5,707-73.7% | $5,011-70.0% | $4,762-68.4% |
| Participant deferral / active EE | $5,558 | $5,955-6.7% | $5,202+6.8% | $5,983-7.1% |
| Admin fee / account holder | $200 | $17,078-98.8% | $13,986-98.6% | $11,250-98.2% |