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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 | $4,842 | $70,666-93.1% | $169,385-97.1% | $75,181-93.6% |
| Participation rate | 80.8% | 64.8%+16.0pp | 77.2%+3.6pp | 67.2%+13.6pp |
| Annual return | 17.53% | 36.37%-18.8pp | 405.82%-388.3pp | 160.69%-143.2pp |
| Employer contribution / active EE | $0 | $2,210-100.0% | $4,012-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,684 | $4,308-60.9% | $6,221-72.9% | $4,126-59.2% |
| Admin fee / account holder | $257 | $5,402-95.2% | $9,011-97.2% | $5,650-95.5% |