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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 | $13,929 | $100,805-86.2% | $86,698-83.9% | $134,532-89.6% |
| Participation rate | 84.6% | 79.0%+5.7pp | 76.6%+8.0pp | 81.2%+3.4pp |
| Annual return | 8.07% | 29.09%-21.0pp | 35.95%-27.9pp | 418.27%-410.2pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,392 | $5,339-55.2% | $4,656-48.6% | $6,401-62.6% |
| Admin fee / account holder | $131 | $10,925-98.8% | $7,493-98.3% | $11,429-98.9% |