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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 | $1,987 | $71,215-97.2% | $93,696-97.9% | $80,935-97.5% |
| Participation rate | 86.8% | 60.4%+26.4pp | 68.7%+18.1pp | 67.7%+19.1pp |
| Annual return | 20.93% | 11.27%+9.7pp | 133.74%-112.8pp | 35.66%-14.7pp |
| Employer contribution / active EE | $1,079 | $1,565-31.1% | $2,422-55.5% | $2,757-60.9% |
| Participant deferral / active EE | $1,303 | $4,037-67.7% | $4,417-70.5% | $4,299-69.7% |
| Admin fee / account holder | $137 | $6,958-98.0% | $8,287-98.4% | $6,924-98.0% |