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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 | $16,710 | $81,457-79.5% | $103,378-83.8% | $80,911-79.3% |
| Participation rate | 92.3% | 66.8%+25.5pp | 74.5%+17.8pp | 67.6%+24.7pp |
| Annual return | 13.39% | 25.58%-12.2pp | 24.91%-11.5pp | 35.63%-22.2pp |
| Employer contribution / active EE | $1,495 | $3,107-51.9% | $3,870-61.4% | $2,756-45.8% |
| Participant deferral / active EE | $2,740 | $3,871-29.2% | $5,058-45.8% | $4,297-36.2% |
| Admin fee / account holder | $76 | $6,717-98.9% | $8,401-99.1% | $6,935-98.9% |