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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 | $22,662 | $106,864-78.8% | $147,318-84.6% | $82,637-72.6% |
| Participation rate | 94.6% | 75.5%+19.1pp | 82.1%+12.5pp | 68.1%+26.5pp |
| Annual return | 25.80% | 27.49%-1.7pp | 70.43%-44.6pp | 53.51%-27.7pp |
| Employer contribution / active EE | $3,511 | $3,417+2.8% | $4,593-23.5% | $2,552+37.6% |
| Participant deferral / active EE | $5,111 | $6,496-21.3% | $7,906-35.3% | $4,126+23.9% |
| Admin fee / account holder | $223 | $8,415-97.3% | $13,708-98.4% | $7,339-97.0% |