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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 | $4,172 | $71,057-94.1% | $93,654-95.5% | $80,874-94.8% |
| Participation rate | 72.1% | 60.4%+11.7pp | 68.7%+3.4pp | 67.6%+4.4pp |
| Annual return | 17.40% | 11.26%+6.1pp | 133.34%-115.9pp | 35.62%-18.2pp |
| Employer contribution / active EE | $677 | $1,564-56.7% | $2,421-72.0% | $2,756-75.4% |
| Participant deferral / active EE | $1,658 | $4,034-58.9% | $4,413-62.4% | $4,297-61.4% |
| Admin fee / account holder | $101 | $6,944-98.5% | $8,282-98.8% | $6,935-98.5% |