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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 | $23,676 | $101,795-76.7% | $165,100-85.7% | $80,959-70.8% |
| Participation rate | 95.3% | 71.8%+23.5pp | 78.6%+16.7pp | 67.7%+27.7pp |
| Annual return | 21.48% | 16.73%+4.8pp | 70.21%-48.7pp | 35.67%-14.2pp |
| Employer contribution / active EE | $2,821 | $2,954-4.5% | $4,348-35.1% | $2,757+2.3% |
| Participant deferral / active EE | $9,302 | $4,476+107.8% | $6,035+54.1% | $4,300+116.3% |
| Admin fee / account holder | $118 | $8,221-98.6% | $12,696-99.1% | $6,925-98.3% |