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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 | $5,668 | $72,273-92.2% | $101,275-94.4% | $79,856-92.9% |
| Participation rate | 84.1% | 68.5%+15.6pp | 75.8%+8.3pp | 69.6%+14.5pp |
| Annual return | 29.33% | 22.30%+7.0pp | 46.48%-17.2pp | 31.71%-2.4pp |
| Employer contribution / active EE | $1,231 | $2,691-54.3% | $3,660-66.4% | $2,471-50.2% |
| Participant deferral / active EE | $2,803 | $3,282-14.6% | $4,371-35.9% | $3,741-25.1% |
| Admin fee / account holder | $157 | $4,401-96.4% | $5,948-97.4% | $5,306-97.0% |