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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 | $25,789 | $153,769-83.2% | $133,975-80.8% | $273,972-90.6% |
| Participation rate | 70.6% | 88.4%-17.8pp | 87.1%-16.5pp | 83.0%-12.4pp |
| Annual return | 11.70% | 36.51%-24.8pp | 29.29%-17.6pp | 41.46%-29.8pp |
| Employer contribution / active EE | $2,771 | $6,029-54.0% | $5,211-46.8% | $4,869-43.1% |
| Participant deferral / active EE | $6,541 | $6,958-6.0% | $6,282+4.1% | $5,287+23.7% |
| Admin fee / account holder | $213 | $11,765-98.2% | $9,324-97.7% | $10,133-97.9% |