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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 | $17,400 | $135,956-87.2% | $123,894-86.0% | $273,972-93.6% |
| Participation rate | 73.3% | 84.1%-10.7pp | 81.4%-8.1pp | 83.0%-9.7pp |
| Annual return | 7.70% | 56.63%-48.9pp | 47.52%-39.8pp | 41.46%-33.8pp |
| Employer contribution / active EE | $2,282 | $5,170-55.9% | $4,617-50.6% | $4,869-53.1% |
| Participant deferral / active EE | $3,262 | $6,343-48.6% | $5,984-45.5% | $5,287-38.3% |
| Admin fee / account holder | $187 | $9,817-98.1% | $8,357-97.8% | $10,133-98.2% |