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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 | $5,730 | $88,707-93.5% | $74,184-92.3% | $273,972-97.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.65% | 11.94%-3.3pp | 17.74%-9.1pp | 41.46%-32.8pp |
| Employer contribution / active EE | $1,388 | $3,159-56.1% | $2,370-41.4% | $4,869-71.5% |
| Participant deferral / active EE | $2,427 | $4,212-42.4% | $3,550-31.6% | $5,287-54.1% |
| Admin fee / account holder | $187 | $8,717-97.9% | $5,586-96.7% | $10,133-98.2% |