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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 | $10,409 | $172,111-94.0% | $150,298-93.1% | $137,256-92.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 20.30% | 69.37%-49.1pp | 62.79%-42.5pp | 220.34%-200.0pp |
| Employer contribution / active EE | $975 | $4,636-79.0% | $4,154-76.5% | $4,156-76.5% |
| Participant deferral / active EE | $1,672 | $6,166-72.9% | $5,453-69.3% | $6,407-73.9% |
| Admin fee / account holder | $77 | $16,471-99.5% | $14,116-99.5% | $12,270-99.4% |