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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 | $12,886 | $157,296-91.8% | $141,191-90.9% | $152,897-91.6% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 22.18% | 64.34%-42.2pp | 71.41%-49.2pp | 345.43%-323.2pp |
| Employer contribution / active EE | $2,043 | $5,262-61.2% | $4,736-56.9% | $4,764-57.1% |
| Participant deferral / active EE | $3,379 | $7,111-52.5% | $6,710-49.7% | $5,851-42.3% |
| Admin fee / account holder | $198 | $12,125-98.4% | $10,264-98.1% | $11,599-98.3% |