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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 | $7,123 | $141,004-94.9% | $112,273-93.7% | $139,456-94.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 24.99% | 32.75%-7.8pp | 30.23%-5.2pp | 373.45%-348.5pp |
| Employer contribution / active EE | $2,779 | $4,285-35.1% | $3,431-19.0% | $4,753-41.5% |
| Participant deferral / active EE | $3,693 | $5,878-37.2% | $4,800-23.1% | $6,711-45.0% |
| Admin fee / account holder | $128 | $9,959-98.7% | $7,752-98.4% | $11,407-98.9% |