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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 | $10,408 | $52,279-80.1% | $89,435-88.4% | $79,856-87.0% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 17.15% | 22.16%-5.0pp | 245.55%-228.4pp | 31.71%-14.6pp |
| Employer contribution / active EE | $779 | $1,572-50.4% | $2,587-69.9% | $2,471-68.5% |
| Participant deferral / active EE | $1,898 | $2,740-30.8% | $3,890-51.2% | $3,741-49.3% |
| Admin fee / account holder | $66 | $3,356-98.0% | $4,884-98.7% | $5,306-98.8% |