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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 | $13,908 | $126,661-89.0% | $113,397-87.7% | $138,895-90.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 22.58% | 25.05%-2.5pp | 23.20%-0.6pp | 145.39%-122.8pp |
| Employer contribution / active EE | $1,693 | $3,456-51.0% | $2,977-43.1% | $4,194-59.6% |
| Participant deferral / active EE | $3,482 | $5,693-38.8% | $5,076-31.4% | $6,396-45.6% |
| Admin fee / account holder | $18 | $14,549-99.9% | $11,957-99.9% | $12,562-99.9% |