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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 | $19,057 | $228,395-91.7% | $185,861-89.7% | $158,982-88.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 23.92% | 40.82%-16.9pp | 35.96%-12.0pp | 302.99%-279.1pp |
| Employer contribution / active EE | $4,048 | $4,968-18.5% | $4,088-1.0% | $4,763-15.0% |
| Participant deferral / active EE | $8,083 | $6,417+26.0% | $5,634+43.5% | $5,983+35.1% |
| Admin fee / account holder | $165 | $11,869-98.6% | $9,503-98.3% | $11,252-98.5% |