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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 | $9,635 | $57,541-83.3% | $95,728-89.9% | $75,181-87.2% |
| Participation rate | 96.2% | 62.5%+33.6pp | 72.3%+23.9pp | 67.2%+29.0pp |
| Annual return | 15.97% | 34.93%-19.0pp | 28.40%-12.4pp | 160.69%-144.7pp |
| Employer contribution / active EE | $702 | $1,808-61.2% | $2,835-75.2% | $2,671-73.7% |
| Participant deferral / active EE | $2,027 | $3,074-34.1% | $4,245-52.2% | $4,126-50.9% |
| Admin fee / account holder | $107 | $4,099-97.4% | $5,673-98.1% | $5,650-98.1% |