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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 | $9,648 | $93,598-89.7% | $135,974-92.9% | $75,173-87.2% |
| Participation rate | 75.9% | 75.2%+0.7pp | 81.9%-6.0pp | 67.2%+8.7pp |
| Annual return | 41.68% | 30.89%+10.8pp | 68.30%-26.6pp | 160.72%-119.0pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,592 | $6,405-28.3% | $7,760-40.8% | $4,126+11.3% |
| Admin fee / account holder | $295 | $6,978-95.8% | $10,767-97.3% | $5,651-94.8% |