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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 | $9,873 | $228,352-95.7% | $185,827-94.7% | $158,950-93.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 21.73% | 40.81%-19.1pp | 35.96%-14.2pp | 302.91%-281.2pp |
| Employer contribution / active EE | $1,375 | $4,967-72.3% | $4,087-66.4% | $4,762-71.1% |
| Participant deferral / active EE | $1,375 | $6,416-78.6% | $5,633-75.6% | $5,983-77.0% |
| Admin fee / account holder | $32 | $11,867-99.7% | $9,502-99.7% | $11,248-99.7% |