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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 | $7,781 | $112,729-93.1% | $98,716-92.1% | $137,256-94.3% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.3%+2.1pp | 80.0%-8.5pp |
| Annual return | 19.02% | 38.48%-19.5pp | 31.81%-12.8pp | 220.34%-201.3pp |
| Employer contribution / active EE | $896 | $2,725-67.1% | $2,279-60.7% | $4,156-78.4% |
| Participant deferral / active EE | $1,286 | $4,640-72.3% | $4,048-68.2% | $6,407-79.9% |
| Admin fee / account holder | $18 | $10,129-99.8% | $8,703-99.8% | $12,270-99.9% |