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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 | $1,023 | $93,064-98.9% | $74,577-98.6% | $273,972-99.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 32.96% | 26.18%+6.8pp | 20.47%+12.5pp | 41.46%-8.5pp |
| Employer contribution / active EE | $466 | $3,160-85.3% | $2,525-81.5% | $4,869-90.4% |
| Participant deferral / active EE | $998 | $4,160-76.0% | $3,458-71.1% | $5,287-81.1% |
| Admin fee / account holder | $56 | $5,273-98.9% | $4,138-98.6% | $10,133-99.4% |