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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 | $5,361 | $135,956-96.1% | $123,894-95.7% | $273,972-98.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 13.80% | 56.63%-42.8pp | 47.52%-33.7pp | 41.46%-27.7pp |
| Employer contribution / active EE | $1,594 | $5,170-69.2% | $4,617-65.5% | $4,869-67.3% |
| Participant deferral / active EE | $2,625 | $6,343-58.6% | $5,984-56.1% | $5,287-50.4% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |