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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 | $5,854 | $112,729-94.8% | $98,716-94.1% | $137,256-95.7% |
| Participation rate | 92.9% | 74.2%+18.6pp | 69.3%+23.6pp | 80.0%+12.9pp |
| Annual return | 26.54% | 38.48%-11.9pp | 31.81%-5.3pp | 220.34%-193.8pp |
| Employer contribution / active EE | $1,642 | $2,725-39.8% | $2,279-27.9% | $4,156-60.5% |
| Participant deferral / active EE | $2,265 | $4,640-51.2% | $4,048-44.0% | $6,407-64.6% |
| Admin fee / account holder | $149 | $10,129-98.5% | $8,703-98.3% | $12,270-98.8% |