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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 | $19,857 | $106,749-81.4% | $145,433-86.3% | $82,448-75.9% |
| Participation rate | 73.1% | 75.6%-2.6pp | 82.1%-9.0pp | 68.1%+5.0pp |
| Annual return | 23.50% | 27.59%-4.1pp | 66.58%-43.1pp | 41.64%-18.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,153 | $6,519-36.3% | $7,897-47.4% | $4,139+0.3% |
| Admin fee / account holder | $280 | $8,390-96.7% | $13,129-97.9% | $7,234-96.1% |