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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 | $21,394 | $147,556-85.5% | $129,031-83.4% | $198,609-89.2% |
| Participation rate | 78.6% | 77.2%+1.3pp | 73.4%+5.2pp | 82.4%-3.8pp |
| Annual return | 16.76% | 37.41%-20.6pp | 34.67%-17.9pp | 202.70%-185.9pp |
| Employer contribution / active EE | $1,750 | $3,645-52.0% | $3,226-45.8% | $5,055-65.4% |
| Participant deferral / active EE | $2,351 | $5,760-59.2% | $5,217-54.9% | $6,977-66.3% |
| Admin fee / account holder | $20 | $15,467-99.9% | $13,208-99.8% | $19,030-99.9% |