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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 | $5,842 | $112,729-94.8% | $98,716-94.1% | $137,256-95.7% |
| Participation rate | 91.3% | 74.2%+17.1pp | 69.3%+22.0pp | 80.0%+11.3pp |
| Annual return | 18.83% | 38.48%-19.7pp | 31.81%-13.0pp | 220.34%-201.5pp |
| Employer contribution / active EE | $671 | $2,725-75.4% | $2,279-70.6% | $4,156-83.9% |
| Participant deferral / active EE | $1,502 | $4,640-67.6% | $4,048-62.9% | $6,407-76.6% |
| Admin fee / account holder | $39 | $10,129-99.6% | $8,703-99.5% | $12,270-99.7% |