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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 | $12,970 | $135,956-90.5% | $123,894-89.5% | $273,972-95.3% |
| Participation rate | 93.3% | 84.1%+9.3pp | 81.4%+11.9pp | 83.0%+10.3pp |
| Annual return | 16.66% | 56.63%-40.0pp | 47.52%-30.9pp | 41.46%-24.8pp |
| Employer contribution / active EE | $2,192 | $5,170-57.6% | $4,617-52.5% | $4,869-55.0% |
| Participant deferral / active EE | $6,891 | $6,343+8.6% | $5,984+15.2% | $5,287+30.3% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |