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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 | $21,453 | $171,492-87.5% | $150,734-85.8% | $198,609-89.2% |
| Participation rate | 77.8% | 81.4%-3.6pp | 78.4%-0.7pp | 82.4%-4.6pp |
| Annual return | 23.62% | 804.70%-781.1pp | 600.81%-577.2pp | 202.70%-179.1pp |
| Employer contribution / active EE | $1,942 | $5,470-64.5% | $4,918-60.5% | $5,055-61.6% |
| Participant deferral / active EE | $5,165 | $6,259-17.5% | $5,610-7.9% | $6,977-26.0% |
| Admin fee / account holder | $52 | $17,628-99.7% | $14,905-99.6% | $19,030-99.7% |