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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 | $17,019 | $110,212-84.6% | $96,534-82.4% | $139,466-87.8% |
| Participation rate | 71.4% | 78.1%-6.7pp | 76.0%-4.6pp | 80.3%-8.9pp |
| Annual return | 27.80% | 26.42%+1.4pp | 25.88%+1.9pp | 373.66%-345.9pp |
| Employer contribution / active EE | $2,849 | $3,620-21.3% | $2,965-3.9% | $4,754-40.1% |
| Participant deferral / active EE | $4,327 | $5,547-22.0% | $4,851-10.8% | $6,712-35.5% |
| Admin fee / account holder | $18 | $11,599-99.8% | $8,253-99.8% | $11,409-99.8% |