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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 | $15,369 | $110,212-86.1% | $96,534-84.1% | $139,466-89.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 16.74% | 26.42%-9.7pp | 25.88%-9.1pp | 373.66%-356.9pp |
| Employer contribution / active EE | $2,376 | $3,620-34.4% | $2,965-19.9% | $4,754-50.0% |
| Participant deferral / active EE | $2,289 | $5,547-58.7% | $4,851-52.8% | $6,712-65.9% |
| Admin fee / account holder | $251 | $11,599-97.8% | $8,253-97.0% | $11,409-97.8% |