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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 | $7,549 | $91,167-91.7% | $178,498-95.8% | $79,858-90.5% |
| Participation rate | 84.6% | 69.2%+15.4pp | 81.9%+2.7pp | 69.6%+15.0pp |
| Annual return | 17.08% | 24.19%-7.1pp | 151.09%-134.0pp | 31.72%-14.6pp |
| Employer contribution / active EE | $391 | $3,255-88.0% | $5,011-92.2% | $2,471-84.2% |
| Participant deferral / active EE | $1,564 | $3,236-51.7% | $5,202-69.9% | $3,740-58.2% |
| Admin fee / account holder | $161 | $6,747-97.6% | $13,985-98.8% | $5,306-97.0% |