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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 | $8,590 | $176,786-95.1% | $146,643-94.1% | $167,536-94.9% |
| Participation rate | 91.7% | 83.6%+8.0pp | 80.1%+11.6pp | 82.1%+9.6pp |
| Annual return | 24.78% | 24.04%+0.7pp | 22.75%+2.0pp | 478.82%-454.0pp |
| Employer contribution / active EE | $2,054 | $5,161-60.2% | $4,137-50.3% | $4,839-57.5% |
| Participant deferral / active EE | $4,545 | $6,440-29.4% | $5,506-17.4% | $6,342-28.3% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,280-100.0% | $12,315-100.0% |