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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 | $19,012 | $67,602-71.9% | $82,312-76.9% | $70,126-72.9% |
| Participation rate | 95.5% | 72.8%+22.7pp | 76.9%+18.6pp | 69.5%+25.9pp |
| Annual return | 15.39% | 21.57%-6.2pp | 25.88%-10.5pp | 73.15%-57.8pp |
| Employer contribution / active EE | $1,268 | $1,755-27.7% | $2,428-47.8% | $2,343-45.9% |
| Participant deferral / active EE | $1,529 | $2,987-48.8% | $3,706-58.7% | $3,332-54.1% |
| Admin fee / account holder | $20 | $4,512-99.6% | $5,608-99.6% | $4,645-99.6% |