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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 | $7,445 | $102,638-92.7% | $81,991-90.9% | $158,966-95.3% |
| Participation rate | 90.0% | 75.5%+14.5pp | 69.3%+20.7pp | 82.0%+8.0pp |
| Annual return | 29.94% | 61.05%-31.1pp | 41.31%-11.4pp | 302.95%-273.0pp |
| Employer contribution / active EE | $1,165 | $3,241-64.0% | $2,498-53.4% | $4,762-75.5% |
| Participant deferral / active EE | $2,794 | $4,649-39.9% | $3,722-24.9% | $5,983-53.3% |
| Admin fee / account holder | $10 | $8,237-99.9% | $5,665-99.8% | $11,250-99.9% |