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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 | $115,225-94.9% | $100,712-94.2% | $138,895-95.8% |
| Participation rate | 91.3% | 74.3%+17.0pp | 69.3%+22.0pp | 79.9%+11.4pp |
| Annual return | 18.83% | 40.35%-21.5pp | 33.27%-14.4pp | 145.39%-126.6pp |
| Employer contribution / active EE | $671 | $2,771-75.8% | $2,313-71.0% | $4,194-84.0% |
| Participant deferral / active EE | $1,502 | $4,699-68.0% | $4,085-63.2% | $6,396-76.5% |
| Admin fee / account holder | $39 | $10,844-99.6% | $9,256-99.6% | $12,562-99.7% |