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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 | $6,665 | $77,908-91.4% | $149,696-95.5% | $75,173-91.1% |
| Participation rate | 80.6% | 65.6%+15.1pp | 78.8%+1.9pp | 67.2%+13.4pp |
| Annual return | 81.23% | 31.73%+49.5pp | 134.46%-53.2pp | 160.72%-79.5pp |
| Employer contribution / active EE | $830 | $3,138-73.6% | $4,821-82.8% | $2,671-68.9% |
| Participant deferral / active EE | $2,077 | $3,411-39.1% | $5,682-63.5% | $4,126-49.7% |
| Admin fee / account holder | $104 | $5,950-98.3% | $13,212-99.2% | $5,651-98.2% |