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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 | $3,332 | $77,814-95.7% | $158,223-97.9% | $86,983-96.2% |
| Participation rate | 83.0% | 68.4%+14.6pp | 79.2%+3.8pp | 69.5%+13.4pp |
| Annual return | 26.05% | 30.54%-4.5pp | 52.09%-26.0pp | 25.83%+0.2pp |
| Employer contribution / active EE | $827 | $2,592-68.1% | $4,109-79.9% | $2,584-68.0% |
| Participant deferral / active EE | $1,540 | $3,270-52.9% | $5,467-71.8% | $4,194-63.3% |
| Admin fee / account holder | $27 | $5,879-99.5% | $16,047-99.8% | $7,856-99.7% |