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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 | $18,600 | $215,361-91.4% | $171,082-89.1% | $273,972-93.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 5.84% | 25.14%-19.3pp | 32.56%-26.7pp | 41.46%-35.6pp |
| Employer contribution / active EE | $7,801 | $4,967+57.1% | $4,002+94.9% | $4,869+60.2% |
| Participant deferral / active EE | $4,232 | $5,543-23.7% | $4,797-11.8% | $5,287-20.0% |
| Admin fee / account holder | $69 | $10,846-99.4% | $8,520-99.2% | $10,133-99.3% |