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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 | $9,348 | $110,379-91.5% | $102,412-90.9% | $145,884-93.6% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 14.66% | 24.84%-10.2pp | 24.94%-10.3pp | 551.85%-537.2pp |
| Employer contribution / active EE | $1,187 | $4,216-71.8% | $3,870-69.3% | $4,662-74.5% |
| Participant deferral / active EE | $2,827 | $5,622-49.7% | $5,060-44.1% | $6,690-57.7% |
| Admin fee / account holder | $46 | $9,745-99.5% | $8,388-99.5% | $13,392-99.7% |