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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 | $5,285 | $90,486-94.2% | $78,676-93.3% | $273,972-98.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.80% | 75.62%-68.8pp | 62.19%-55.4pp | 41.46%-34.7pp |
| Employer contribution / active EE | $1,109 | $3,175-65.1% | $2,850-61.1% | $4,869-77.2% |
| Participant deferral / active EE | $1,321 | $3,901-66.1% | $3,517-62.4% | $5,287-75.0% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |