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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 | $9,096 | $101,063-91.0% | $81,473-88.8% | $147,586-93.8% |
| Participation rate | 70.0% | 74.5%-4.5pp | 68.0%+2.0pp | 82.8%-12.8pp |
| Annual return | 17.45% | 32.41%-15.0pp | 38.78%-21.3pp | 578.59%-561.1pp |
| Employer contribution / active EE | $744 | $3,206-76.8% | $2,568-71.0% | $4,876-84.7% |
| Participant deferral / active EE | $2,854 | $4,242-32.7% | $3,537-19.3% | $5,439-47.5% |
| Admin fee / account holder | $68 | $5,812-98.8% | $4,561-98.5% | $10,886-99.4% |