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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 | $8,187 | $81,331-89.9% | $155,534-94.7% | $80,935-89.9% |
| Participation rate | 91.4% | 66.3%+25.2pp | 78.2%+13.2pp | 67.7%+23.8pp |
| Annual return | 15.04% | 33.37%-18.3pp | 64.92%-49.9pp | 35.66%-20.6pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,763 | $3,454-20.0% | $5,630-50.9% | $4,299-35.7% |
| Admin fee / account holder | $95 | $7,999-98.8% | $15,900-99.4% | $6,924-98.6% |