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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 | $10,011 | $174,379-94.3% | $152,093-93.4% | $138,895-92.8% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 25.00% | 74.86%-49.9pp | 66.36%-41.4pp | 145.39%-120.4pp |
| Employer contribution / active EE | $1,513 | $4,652-67.5% | $4,175-63.8% | $4,194-63.9% |
| Participant deferral / active EE | $2,444 | $6,159-60.3% | $5,451-55.2% | $6,396-61.8% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |