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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 | $6,008 | $58,848-89.8% | $88,179-93.2% | $82,637-92.7% |
| Participation rate | 90.9% | 57.9%+33.0pp | 69.1%+21.8pp | 68.1%+22.9pp |
| Annual return | 22.89% | 22.76%+0.1pp | 64.97%-42.1pp | 53.51%-30.6pp |
| Employer contribution / active EE | $729 | $1,678-56.5% | $2,549-71.4% | $2,552-71.4% |
| Participant deferral / active EE | $1,025 | $3,124-67.2% | $4,614-77.8% | $4,126-75.2% |
| Admin fee / account holder | $129 | $4,795-97.3% | $7,673-98.3% | $7,339-98.2% |