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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 | $1,814 | $51,207-96.5% | $70,565-97.4% | $75,177-97.6% |
| Participation rate | 80.9% | 61.0%+19.9pp | 68.4%+12.5pp | 67.2%+13.6pp |
| Annual return | 33.31% | 30.05%+3.3pp | 32.79%+0.5pp | 160.75%-127.4pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,976-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,196 | $2,850-58.0% | $4,568-73.8% | $4,126-71.0% |
| Admin fee / account holder | $231 | $4,097-94.4% | $6,430-96.4% | $5,651-95.9% |