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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 | $29,965 | $181,896-83.5% | $156,551-80.9% | $273,972-89.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.93% | 30.74%-24.8pp | 32.23%-26.3pp | 41.46%-35.5pp |
| Employer contribution / active EE | $3,087 | $6,248-50.6% | $5,501-43.9% | $4,869-36.6% |
| Participant deferral / active EE | $21,126 | $5,550+280.6% | $4,871+333.7% | $5,287+299.6% |
| Admin fee / account holder | $75 | $15,560-99.5% | $13,028-99.4% | $10,133-99.3% |