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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 | $6,756 | $71,215-90.5% | $93,696-92.8% | $80,935-91.7% |
| Participation rate | 80.4% | 60.4%+20.0pp | 68.7%+11.7pp | 67.7%+12.8pp |
| Annual return | 15.29% | 11.27%+4.0pp | 133.74%-118.5pp | 35.66%-20.4pp |
| Employer contribution / active EE | $657 | $1,565-58.0% | $2,422-72.9% | $2,757-76.2% |
| Participant deferral / active EE | $1,419 | $4,037-64.9% | $4,417-67.9% | $4,299-67.0% |
| Admin fee / account holder | $8 | $6,958-99.9% | $8,287-99.9% | $6,924-99.9% |