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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 | $16,619 | $72,273-77.0% | $101,275-83.6% | $79,856-79.2% |
| Participation rate | 93.3% | 68.5%+24.9pp | 75.8%+17.5pp | 69.6%+23.7pp |
| Annual return | 20.11% | 22.30%-2.2pp | 46.48%-26.4pp | 31.71%-11.6pp |
| Employer contribution / active EE | $6,972 | $2,691+159.0% | $3,660+90.5% | $2,471+182.1% |
| Participant deferral / active EE | $1,608 | $3,282-51.0% | $4,371-63.2% | $3,741-57.0% |
| Admin fee / account holder | $108 | $4,401-97.6% | $5,948-98.2% | $5,306-98.0% |