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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 | $21,215 | $162,812-87.0% | $133,971-84.2% | $158,966-86.7% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 18.85% | 41.94%-23.1pp | 45.09%-26.2pp | 302.95%-284.1pp |
| Employer contribution / active EE | $1,753 | $4,976-64.8% | $3,919-55.3% | $4,762-63.2% |
| Participant deferral / active EE | $3,240 | $5,910-45.2% | $5,047-35.8% | $5,983-45.8% |
| Admin fee / account holder | $85 | $11,741-99.3% | $8,929-99.1% | $11,250-99.2% |