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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 | $10,030 | $57,541-82.6% | $95,740-89.5% | $75,173-86.7% |
| Participation rate | 70.8% | 62.5%+8.3pp | 72.3%-1.4pp | 67.2%+3.6pp |
| Annual return | 21.99% | 34.93%-12.9pp | 28.41%-6.4pp | 160.72%-138.7pp |
| Employer contribution / active EE | $543 | $1,808-69.9% | $2,836-80.8% | $2,671-79.7% |
| Participant deferral / active EE | $1,802 | $3,074-41.4% | $4,244-57.5% | $4,126-56.3% |
| Admin fee / account holder | $48 | $4,099-98.8% | $5,676-99.2% | $5,651-99.2% |