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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 | $21,503 | $181,896-88.2% | $156,551-86.3% | $273,972-92.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.49% | 30.74%-26.3pp | 32.23%-27.7pp | 41.46%-37.0pp |
| Employer contribution / active EE | $2,101 | $6,248-66.4% | $5,501-61.8% | $4,869-56.8% |
| Participant deferral / active EE | $5,150 | $5,550-7.2% | $4,871+5.7% | $5,287-2.6% |
| Admin fee / account holder | $230 | $15,560-98.5% | $13,028-98.2% | $10,133-97.7% |