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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 | $21,195 | $184,014-88.5% | $161,149-86.8% | $138,895-84.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 19.38% | 21.52%-2.1pp | 21.16%-1.8pp | 145.39%-126.0pp |
| Employer contribution / active EE | $1,573 | $5,055-68.9% | $4,360-63.9% | $4,194-62.5% |
| Participant deferral / active EE | $4,102 | $6,909-40.6% | $6,153-33.3% | $6,396-35.9% |
| Admin fee / account holder | $92 | $18,027-99.5% | $15,194-99.4% | $12,562-99.3% |