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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 | $4,166 | $111,787-96.3% | $93,681-95.6% | $145,978-97.1% |
| Participation rate | 86.7% | 74.2%+12.4pp | 68.7%+17.9pp | 80.3%+6.4pp |
| Annual return | 45.62% | 203.52%-157.9pp | 133.47%-87.9pp | 550.52%-504.9pp |
| Employer contribution / active EE | $1,399 | $3,093-54.8% | $2,422-42.3% | $4,662-70.0% |
| Participant deferral / active EE | $1,451 | $4,918-70.5% | $4,415-67.1% | $6,690-78.3% |
| Admin fee / account holder | $4 | $10,256-100.0% | $8,290-100.0% | $13,400-100.0% |