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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 | $13,689 | $124,425-89.0% | $112,040-87.8% | $137,256-90.0% |
| Participation rate | 77.8% | 79.3%-1.5pp | 76.5%+1.3pp | 80.0%-2.2pp |
| Annual return | 11.91% | 24.72%-12.8pp | 24.52%-12.6pp | 220.34%-208.4pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,345 | $5,718-59.0% | $5,098-54.0% | $6,407-63.4% |
| Admin fee / account holder | $70 | $15,207-99.5% | $12,098-99.4% | $12,270-99.4% |