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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 | $6,355 | $47,479-86.6% | $62,929-89.9% | $82,448-92.3% |
| Participation rate | 76.9% | 66.9%+10.1pp | 73.1%+3.8pp | 68.1%+8.9pp |
| Annual return | 21.50% | 20.34%+1.2pp | 1063.93%-1042.4pp | 41.64%-20.1pp |
| Employer contribution / active EE | $728 | $1,885-61.4% | $2,505-70.9% | $2,551-71.5% |
| Participant deferral / active EE | $2,100 | $2,870-26.8% | $3,888-46.0% | $4,139-49.3% |
| Admin fee / account holder | $100 | $3,804-97.4% | $5,065-98.0% | $7,234-98.6% |