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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 | $2,607 | $61,605-95.8% | $112,273-97.7% | $75,181-96.5% |
| Participation rate | 93.8% | 61.7%+32.1pp | 72.4%+21.3pp | 67.2%+26.6pp |
| Annual return | 0.00% | 28.47%-28.5pp | 30.23%-30.2pp | 160.69%-160.7pp |
| Employer contribution / active EE | $911 | $2,015-54.8% | $3,431-73.4% | $2,671-65.9% |
| Participant deferral / active EE | $1,594 | $3,108-48.7% | $4,800-66.8% | $4,126-61.4% |
| Admin fee / account holder | $173 | $4,862-96.4% | $7,752-97.8% | $5,650-96.9% |