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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 | $12,274 | $124,425-90.1% | $112,040-89.0% | $137,256-91.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 33.02% | 24.72%+8.3pp | 24.52%+8.5pp | 220.34%-187.3pp |
| Employer contribution / active EE | $2,100 | $3,411-38.4% | $2,954-28.9% | $4,156-49.5% |
| Participant deferral / active EE | $3,625 | $5,718-36.6% | $5,098-28.9% | $6,407-43.4% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |