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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 | $20,412 | $85,766-76.2% | $136,297-85.0% | $70,131-70.9% |
| Participation rate | 84.2% | 74.2%+10.1pp | 81.9%+2.3pp | 69.5%+14.7pp |
| Annual return | 17.94% | 31.45%-13.5pp | 5156.16%-5138.2pp | 73.14%-55.2pp |
| Employer contribution / active EE | $2,780 | $2,966-6.3% | $4,696-40.8% | $2,342+18.7% |
| Participant deferral / active EE | $5,689 | $5,051+12.6% | $6,247-8.9% | $3,332+70.7% |
| Admin fee / account holder | $102 | $5,420-98.1% | $9,244-98.9% | $4,645-97.8% |