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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 | $9,551 | $161,352-94.1% | $134,172-92.9% | $137,256-93.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 26.80% | 28.72%-1.9pp | 25.30%+1.5pp | 220.34%-193.5pp |
| Employer contribution / active EE | $1,517 | $4,099-63.0% | $3,420-55.7% | $4,156-63.5% |
| Participant deferral / active EE | $1,617 | $5,552-70.9% | $4,690-65.5% | $6,407-74.8% |
| Admin fee / account holder | $176 | $15,028-98.8% | $12,016-98.5% | $12,270-98.6% |