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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 | $19,001 | $135,956-86.0% | $123,894-84.7% | $273,970-93.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 20.55% | 56.63%-36.1pp | 47.52%-27.0pp | 41.46%-20.9pp |
| Employer contribution / active EE | $2,582 | $5,170-50.1% | $4,617-44.1% | $4,869-47.0% |
| Participant deferral / active EE | $8,939 | $6,343+40.9% | $5,984+49.4% | $5,287+69.1% |
| Admin fee / account holder | $52 | $9,817-99.5% | $8,357-99.4% | $10,132-99.5% |