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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 | $24,274 | $162,785-85.1% | $133,959-81.9% | $158,950-84.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 9.27% | 41.94%-32.7pp | 45.09%-35.8pp | 302.91%-293.6pp |
| Employer contribution / active EE | $1,529 | $4,975-69.3% | $3,919-61.0% | $4,762-67.9% |
| Participant deferral / active EE | $4,875 | $5,910-17.5% | $5,047-3.4% | $5,983-18.5% |
| Admin fee / account holder | $113 | $11,738-99.0% | $8,928-98.7% | $11,248-99.0% |