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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 | $7,515 | $110,307-93.2% | $96,576-92.2% | $139,456-94.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 34.24% | 26.40%+7.8pp | 25.87%+8.4pp | 373.45%-339.2pp |
| Employer contribution / active EE | $1,791 | $3,619-50.5% | $2,965-39.6% | $4,753-62.3% |
| Participant deferral / active EE | $2,220 | $5,547-60.0% | $4,851-54.2% | $6,711-66.9% |
| Admin fee / account holder | $0 | $11,597-100.0% | $8,253-100.0% | $11,407-100.0% |