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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 | $9,868 | $43,338-77.2% | $59,887-83.5% | $64,173-84.6% |
| Participation rate | 77.8% | 69.2%+8.6pp | 74.7%+3.1pp | 69.6%+8.2pp |
| Annual return | -6.85% | -1.55%-5.3pp | 3.46%-10.3pp | 7.63%-14.5pp |
| Employer contribution / active EE | $980 | $2,030-51.7% | $2,722-64.0% | $2,381-58.8% |
| Participant deferral / active EE | $1,361 | $2,547-46.6% | $3,402-60.0% | $3,470-60.8% |
| Admin fee / account holder | $69 | $3,007-97.7% | $3,591-98.1% | $4,887-98.6% |