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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 | $24,632 | $163,687-85.0% | $108,745-77.3% | $273,972-91.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.7%+22.3pp | 83.0%+17.0pp |
| Annual return | 6.69% | 31.16%-24.5pp | 46.22%-39.5pp | 41.46%-34.8pp |
| Employer contribution / active EE | $2,435 | $4,711-48.3% | $3,323-26.7% | $4,869-50.0% |
| Participant deferral / active EE | $4,635 | $7,155-35.2% | $5,121-9.5% | $5,287-12.3% |
| Admin fee / account holder | $276 | $12,890-97.9% | $6,144-95.5% | $10,133-97.3% |