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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 | $3,505 | $65,367-94.6% | $92,915-96.2% | $72,976-95.2% |
| Participation rate | 80.0% | 68.3%+11.7pp | 76.0%+4.0pp | 69.5%+10.5pp |
| Annual return | 32.91% | 42.11%-9.2pp | 109.45%-76.5pp | 81.02%-48.1pp |
| Employer contribution / active EE | $1,277 | $2,594-50.8% | $3,653-65.1% | $2,440-47.7% |
| Participant deferral / active EE | $1,597 | $3,128-49.0% | $4,238-62.3% | $3,608-55.7% |
| Admin fee / account holder | $136 | $4,251-96.8% | $5,796-97.7% | $5,124-97.3% |