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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 | $4,464 | $59,839-92.5% | $81,988-94.6% | $79,858-94.4% |
| Participation rate | 93.8% | 61.6%+32.1pp | 69.3%+24.5pp | 69.6%+24.1pp |
| Annual return | 22.72% | 17.56%+5.2pp | 41.31%-18.6pp | 31.72%-9.0pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,251 | $2,695-53.6% | $3,722-66.4% | $3,740-66.5% |
| Admin fee / account holder | $14 | $4,287-99.7% | $5,665-99.7% | $5,306-99.7% |