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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 | $2,458 | $30,437-91.9% | $56,033-95.6% | $74,459-96.7% |
| Participation rate | 74.5% | 32.9%+41.7pp | 52.5%+22.1pp | 67.2%+7.3pp |
| Annual return | 10.78% | 24.96%-14.2pp | 1711.38%-1700.6pp | 1369.70%-1358.9pp |
| Employer contribution / active EE | $656 | $610+7.6% | $1,041-37.0% | $2,626-75.0% |
| Participant deferral / active EE | $932 | $1,176-20.7% | $1,954-52.3% | $4,350-78.6% |
| Admin fee / account holder | $258 | $2,363-89.1% | $2,827-90.9% | $1,945-86.7% |