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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 | $12,901 | $83,485-84.5% | $125,195-89.7% | $72,976-82.3% |
| Participation rate | 72.2% | 73.3%-1.1pp | 79.8%-7.6pp | 69.5%+2.7pp |
| Annual return | 23.32% | 25.77%-2.5pp | 43.79%-20.5pp | 81.02%-57.7pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,913 | $3,586-46.7% | $4,937-61.3% | $3,608-47.0% |
| Admin fee / account holder | $259 | $5,518-95.3% | $9,704-97.3% | $5,124-95.0% |