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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 | $9,912 | $83,337-88.1% | $67,834-85.4% | $273,972-96.4% |
| Participation rate | 70.0% | 76.4%-6.4pp | 68.8%+1.2pp | 83.0%-13.0pp |
| Annual return | 17.47% | 259.45%-242.0pp | 138.47%-121.0pp | 41.46%-24.0pp |
| Employer contribution / active EE | $1,040 | $3,287-68.4% | $2,403-56.7% | $4,869-78.6% |
| Participant deferral / active EE | $3,340 | $4,088-18.3% | $3,160+5.7% | $5,287-36.8% |
| Admin fee / account holder | $5 | $6,752-99.9% | $4,622-99.9% | $10,133-99.9% |