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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 | $3,772 | $81,233-95.4% | $155,567-97.6% | $80,874-95.3% |
| Participation rate | 96.8% | 66.2%+30.5pp | 78.2%+18.6pp | 67.6%+29.1pp |
| Annual return | 11.59% | 33.33%-21.7pp | 64.74%-53.1pp | 35.62%-24.0pp |
| Employer contribution / active EE | $662 | $3,101-78.7% | $4,674-85.8% | $2,756-76.0% |
| Participant deferral / active EE | $1,926 | $3,452-44.2% | $5,628-65.8% | $4,297-55.2% |
| Admin fee / account holder | $126 | $7,998-98.4% | $15,916-99.2% | $6,935-98.2% |