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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 | $12,795 | $70,666-81.9% | $169,385-92.4% | $75,181-83.0% |
| Participation rate | 90.0% | 64.8%+25.2pp | 77.2%+12.8pp | 67.2%+22.8pp |
| Annual return | 21.81% | 36.37%-14.6pp | 405.82%-384.0pp | 160.69%-138.9pp |
| Employer contribution / active EE | $922 | $2,210-58.3% | $4,012-77.0% | $2,671-65.5% |
| Participant deferral / active EE | $2,429 | $4,308-43.6% | $6,221-60.9% | $4,126-41.1% |
| Admin fee / account holder | $152 | $5,402-97.2% | $9,011-98.3% | $5,650-97.3% |