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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 | $4,729 | $85,024-94.4% | $70,544-93.3% | $139,466-96.6% |
| Participation rate | 80.0% | 73.9%+6.1pp | 68.4%+11.6pp | 80.3%-0.3pp |
| Annual return | 34.51% | 30.39%+4.1pp | 32.79%+1.7pp | 373.66%-339.2pp |
| Employer contribution / active EE | $1,143 | $3,912-70.8% | $2,976-61.6% | $4,754-76.0% |
| Participant deferral / active EE | $2,085 | $5,891-64.6% | $4,568-54.4% | $6,712-68.9% |
| Admin fee / account holder | $243 | $8,928-97.3% | $6,427-96.2% | $11,409-97.9% |