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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 | $16,725 | $117,829-85.8% | $102,423-83.7% | $145,877-88.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 23.38% | 31.83%-8.5pp | 29.42%-6.0pp | 551.28%-527.9pp |
| Employer contribution / active EE | $5,908 | $3,615+63.5% | $3,023+95.4% | $4,663+26.7% |
| Participant deferral / active EE | $6,676 | $5,732+16.5% | $5,054+32.1% | $6,691-0.2% |
| Admin fee / account holder | $111 | $13,335-99.2% | $9,455-98.8% | $13,402-99.2% |