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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 | $11,996 | $93,064-87.1% | $74,577-83.9% | $273,972-95.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 15.12% | 26.18%-11.1pp | 20.47%-5.3pp | 41.46%-26.3pp |
| Employer contribution / active EE | $3,393 | $3,160+7.4% | $2,525+34.4% | $4,869-30.3% |
| Participant deferral / active EE | $2,393 | $4,160-42.5% | $3,458-30.8% | $5,287-54.7% |
| Admin fee / account holder | $20 | $5,273-99.6% | $4,138-99.5% | $10,133-99.8% |