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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 | $17,504 | $166,089-89.5% | $164,928-89.4% | $145,978-88.0% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 11.00% | 100.26%-89.3pp | 70.08%-59.1pp | 550.52%-539.5pp |
| Employer contribution / active EE | $1,410 | $5,276-73.3% | $4,343-67.5% | $4,662-69.8% |
| Participant deferral / active EE | $2,223 | $6,961-68.1% | $6,034-63.2% | $6,690-66.8% |
| Admin fee / account holder | $97 | $16,641-99.4% | $12,684-99.2% | $13,400-99.3% |