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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 | $15,803 | $106,864-85.2% | $147,318-89.3% | $82,637-80.9% |
| Participation rate | 97.3% | 75.5%+21.8pp | 82.1%+15.2pp | 68.1%+29.2pp |
| Annual return | 32.21% | 27.49%+4.7pp | 70.43%-38.2pp | 53.51%-21.3pp |
| Employer contribution / active EE | $3,598 | $3,417+5.3% | $4,593-21.7% | $2,552+41.0% |
| Participant deferral / active EE | $7,025 | $6,496+8.1% | $7,906-11.2% | $4,126+70.3% |
| Admin fee / account holder | $227 | $8,415-97.3% | $13,708-98.3% | $7,339-96.9% |