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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 | $4,010 | $81,331-95.1% | $155,534-97.4% | $80,935-95.0% |
| Participation rate | 79.3% | 66.3%+13.1pp | 78.2%+1.1pp | 67.7%+11.7pp |
| Annual return | 15.09% | 33.37%-18.3pp | 64.92%-49.8pp | 35.66%-20.6pp |
| Employer contribution / active EE | $403 | $3,105-87.0% | $4,675-91.4% | $2,757-85.4% |
| Participant deferral / active EE | $948 | $3,454-72.6% | $5,630-83.2% | $4,299-78.0% |
| Admin fee / account holder | $110 | $7,999-98.6% | $15,900-99.3% | $6,924-98.4% |