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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 | $9,348 | $91,198-89.8% | $178,503-94.8% | $79,856-88.3% |
| Participation rate | 97.8% | 69.2%+28.6pp | 81.9%+15.9pp | 69.6%+28.2pp |
| Annual return | 18.03% | 24.20%-6.2pp | 151.12%-133.1pp | 31.71%-13.7pp |
| Employer contribution / active EE | $1,623 | $3,257-50.1% | $5,011-67.6% | $2,471-34.3% |
| Participant deferral / active EE | $896 | $3,237-72.3% | $5,202-82.8% | $3,741-76.0% |
| Admin fee / account holder | $217 | $6,748-96.8% | $13,987-98.4% | $5,306-95.9% |