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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 | $7,072 | $55,684-87.3% | $75,900-90.7% | $72,976-90.3% |
| Participation rate | 81.3% | 61.1%+20.1pp | 69.3%+12.0pp | 69.5%+11.8pp |
| Annual return | 24.35% | 27.60%-3.2pp | 30.73%-6.4pp | 81.02%-56.7pp |
| Employer contribution / active EE | $1,115 | $1,687-33.9% | $2,501-55.4% | $2,440-54.3% |
| Participant deferral / active EE | $2,210 | $2,634-16.1% | $3,604-38.7% | $3,608-38.7% |
| Admin fee / account holder | $196 | $3,981-95.1% | $5,421-96.4% | $5,124-96.2% |