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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 | $17,895 | $212,386-91.6% | $199,883-91.0% | $138,895-87.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 24.08% | 47.75%-23.7pp | 43.81%-19.7pp | 145.39%-121.3pp |
| Employer contribution / active EE | $3,319 | $6,625-49.9% | $6,261-47.0% | $4,194-20.9% |
| Participant deferral / active EE | $3,449 | $9,617-64.1% | $9,138-62.3% | $6,396-46.1% |
| Admin fee / account holder | $59 | $18,233-99.7% | $17,268-99.7% | $12,562-99.5% |