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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 | $16,557 | $178,174-90.7% | $156,181-89.4% | $137,256-87.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 22.43% | 84.19%-61.8pp | 64.87%-42.4pp | 220.34%-197.9pp |
| Employer contribution / active EE | $2,010 | $4,972-59.6% | $4,294-53.2% | $4,156-51.6% |
| Participant deferral / active EE | $5,465 | $6,888-20.7% | $6,132-10.9% | $6,407-14.7% |
| Admin fee / account holder | $287 | $17,404-98.4% | $14,586-98.0% | $12,270-97.7% |