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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 | $8,372 | $112,729-92.6% | $98,716-91.5% | $137,256-93.9% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.3%+21.6pp | 80.0%+10.9pp |
| Annual return | 24.07% | 38.48%-14.4pp | 31.81%-7.7pp | 220.34%-196.3pp |
| Employer contribution / active EE | $1,043 | $2,725-61.7% | $2,279-54.2% | $4,156-74.9% |
| Participant deferral / active EE | $1,266 | $4,640-72.7% | $4,048-68.7% | $6,407-80.2% |
| Admin fee / account holder | $28 | $10,129-99.7% | $8,703-99.7% | $12,270-99.8% |