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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 | $6,278 | $162,529-96.1% | $130,788-95.2% | $154,746-95.9% |
| Participation rate | 87.5% | 75.9%+11.6pp | 70.1%+17.4pp | 80.7%+6.8pp |
| Annual return | 16.00% | 510.48%-494.5pp | 386.44%-370.4pp | 172.34%-156.3pp |
| Employer contribution / active EE | $409 | $4,447-90.8% | $3,558-88.5% | $4,379-90.7% |
| Participant deferral / active EE | $630 | $4,808-86.9% | $4,137-84.8% | $6,730-90.6% |
| Admin fee / account holder | $24 | $7,669-99.7% | $6,673-99.6% | $14,365-99.8% |