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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 | $6,243 | $35,183-82.3% | $73,550-91.5% | $70,126-91.1% |
| Participation rate | 86.7% | 42.9%+43.7pp | 54.9%+31.7pp | 69.5%+17.1pp |
| Annual return | 26.16% | 26.90%-0.7pp | -15.16%+41.3pp | 73.15%-47.0pp |
| Employer contribution / active EE | $1,344 | $709+89.7% | $1,219+10.3% | $2,343-42.6% |
| Participant deferral / active EE | $2,955 | $1,220+142.2% | $1,804+63.8% | $3,332-11.3% |
| Admin fee / account holder | $191 | $2,302-91.7% | $2,320-91.8% | $4,645-95.9% |