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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 | $8,674 | $124,314-93.0% | $109,163-92.1% | $167,518-94.8% |
| Participation rate | 94.7% | 79.4%+15.3pp | 75.9%+18.9pp | 82.1%+12.6pp |
| Annual return | 15.48% | 26.04%-10.6pp | 25.75%-10.3pp | 478.71%-463.2pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $5,392 | $5,256+2.6% | $4,654+15.9% | $6,342-15.0% |
| Admin fee / account holder | $289 | $7,973-96.4% | $6,754-95.7% | $12,312-97.7% |