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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 | $7,435 | $67,411-89.0% | $91,004-91.8% | $70,126-89.4% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 21.57% | -40.16%+61.7pp | 4.60%+17.0pp | 73.15%-51.6pp |
| Employer contribution / active EE | $1,371 | $1,786-23.2% | $2,456-44.2% | $2,343-41.5% |
| Participant deferral / active EE | $2,338 | $2,823-17.2% | $3,548-34.1% | $3,332-29.8% |
| Admin fee / account holder | $223 | $4,236-94.7% | $5,417-95.9% | $4,645-95.2% |