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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 | $3,705 | $81,331-95.4% | $155,534-97.6% | $80,935-95.4% |
| Participation rate | 78.4% | 66.3%+12.1pp | 78.2%+0.2pp | 67.7%+10.7pp |
| Annual return | 17.16% | 33.37%-16.2pp | 64.92%-47.8pp | 35.66%-18.5pp |
| Employer contribution / active EE | $819 | $3,105-73.6% | $4,675-82.5% | $2,757-70.3% |
| Participant deferral / active EE | $1,489 | $3,454-56.9% | $5,630-73.5% | $4,299-65.4% |
| Admin fee / account holder | $136 | $7,999-98.3% | $15,900-99.1% | $6,924-98.0% |