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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 | $6,745 | $115,225-94.1% | $100,712-93.3% | $138,895-95.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 27.59% | 40.35%-12.8pp | 33.27%-5.7pp | 145.39%-117.8pp |
| Employer contribution / active EE | $1,086 | $2,771-60.8% | $2,313-53.0% | $4,194-74.1% |
| Participant deferral / active EE | $1,444 | $4,699-69.3% | $4,085-64.6% | $6,396-77.4% |
| Admin fee / account holder | $14 | $10,844-99.9% | $9,256-99.8% | $12,562-99.9% |