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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 | $7,726 | $127,296-93.9% | $109,907-93.0% | $167,536-95.4% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.2%+9.1pp | 82.1%+1.2pp |
| Annual return | 19.28% | 22.97%-3.7pp | 29.46%-10.2pp | 478.82%-459.5pp |
| Employer contribution / active EE | $1,600 | $3,325-51.9% | $2,844-43.7% | $4,839-66.9% |
| Participant deferral / active EE | $1,600 | $4,513-64.5% | $4,047-60.5% | $6,342-74.8% |
| Admin fee / account holder | $83 | $7,119-98.8% | $6,069-98.6% | $12,315-99.3% |