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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 | $19,067 | $178,174-89.3% | $156,181-87.8% | $137,256-86.1% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.8%+10.1pp | 80.0%+8.9pp |
| Annual return | 28.57% | 84.19%-55.6pp | 64.87%-36.3pp | 220.34%-191.8pp |
| Employer contribution / active EE | $1,175 | $4,972-76.4% | $4,294-72.6% | $4,156-71.7% |
| Participant deferral / active EE | $3,993 | $6,888-42.0% | $6,132-34.9% | $6,407-37.7% |
| Admin fee / account holder | $250 | $17,404-98.6% | $14,586-98.3% | $12,270-98.0% |