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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 | $9,161 | $48,327-81.0% | $67,575-86.4% | $80,935-88.7% |
| Participation rate | 86.2% | 66.4%+19.8pp | 72.9%+13.3pp | 67.7%+18.5pp |
| Annual return | 23.65% | 18.31%+5.3pp | 3528.98%-3505.3pp | 35.66%-12.0pp |
| Employer contribution / active EE | $535 | $2,022-73.6% | $2,736-80.5% | $2,757-80.6% |
| Participant deferral / active EE | $1,381 | $2,927-52.8% | $4,003-65.5% | $4,299-67.9% |
| Admin fee / account holder | $72 | $3,692-98.0% | $3,993-98.2% | $6,924-99.0% |