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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 | $18,443 | $48,364-61.9% | $71,796-74.3% | $62,881-70.7% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 6.96% | 13.16%-6.2pp | 78.04%-71.1pp | 20.14%-13.2pp |
| Employer contribution / active EE | $534 | $1,042-48.8% | $1,924-72.3% | $2,281-76.6% |
| Participant deferral / active EE | $1,552 | $2,091-25.8% | $2,794-44.5% | $3,203-51.6% |
| Admin fee / account holder | $238 | $3,771-93.7% | $4,815-95.1% | $4,296-94.5% |