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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 | $3,843 | $37,446-89.7% | $77,513-95.0% | $79,852-95.2% |
| Participation rate | 96.0% | 41.5%+54.5pp | 54.2%+41.8pp | 69.6%+26.4pp |
| Annual return | 21.25% | 39.76%-18.5pp | 54.81%-33.6pp | 31.72%-10.5pp |
| Employer contribution / active EE | $114 | $637-82.1% | $987-88.4% | $2,471-95.4% |
| Participant deferral / active EE | $690 | $1,261-45.3% | $1,861-62.9% | $3,740-81.5% |
| Admin fee / account holder | $8 | $2,506-99.7% | $2,859-99.7% | $5,306-99.9% |