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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 | $7,726 | $78,690-90.2% | $161,489-95.2% | $87,485-91.2% |
| Participation rate | 92.3% | 67.5%+24.8pp | 78.7%+13.6pp | 68.9%+23.4pp |
| Annual return | 20.85% | 32.74%-11.9pp | 89.72%-68.9pp | 26.06%-5.2pp |
| Employer contribution / active EE | $1,650 | $2,588-36.3% | $4,268-61.3% | $2,596-36.5% |
| Participant deferral / active EE | $2,412 | $3,311-27.2% | $5,630-57.2% | $4,274-43.6% |
| Admin fee / account holder | $158 | $6,724-97.6% | $16,006-99.0% | $7,775-98.0% |