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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 | $4,002 | $102,245-96.1% | $89,340-95.5% | $137,256-97.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 33.24% | 21.89%+11.4pp | 20.57%+12.7pp | 220.34%-187.1pp |
| Employer contribution / active EE | $1,183 | $2,529-53.2% | $2,231-47.0% | $4,156-71.5% |
| Participant deferral / active EE | $1,183 | $4,436-73.3% | $3,823-69.1% | $6,407-81.5% |
| Admin fee / account holder | $238 | $8,085-97.1% | $6,704-96.5% | $12,270-98.1% |