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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 | $7,136 | $95,406-92.5% | $185,849-96.2% | $85,847-91.7% |
| Participation rate | 95.0% | 68.8%+26.2pp | 81.7%+13.3pp | 69.3%+25.7pp |
| Annual return | 17.72% | 23.59%-5.9pp | 122.10%-104.4pp | 318.61%-300.9pp |
| Employer contribution / active EE | $1,520 | $3,314-54.1% | $5,169-70.6% | $2,565-40.8% |
| Participant deferral / active EE | $3,388 | $3,424-1.0% | $5,569-39.2% | $3,952-14.3% |
| Admin fee / account holder | $228 | $7,214-96.8% | $16,244-98.6% | $6,261-96.4% |