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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 | $7,098 | $65,027-89.1% | $90,970-92.2% | $79,852-91.1% |
| Participation rate | 95.5% | 61.6%+33.8pp | 69.0%+26.4pp | 69.6%+25.8pp |
| Annual return | 16.80% | 30.45%-13.6pp | 134.58%-117.8pp | 31.72%-14.9pp |
| Employer contribution / active EE | $710 | $1,247-43.1% | $2,122-66.5% | $2,471-71.3% |
| Participant deferral / active EE | $1,359 | $2,512-45.9% | $3,373-59.7% | $3,740-63.7% |
| Admin fee / account holder | $179 | $4,535-96.1% | $5,960-97.0% | $5,306-96.6% |