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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 | $7,590 | $89,367-91.5% | $141,191-94.6% | $72,975-89.6% |
| Participation rate | 93.9% | 75.1%+18.8pp | 82.5%+11.5pp | 69.5%+24.5pp |
| Annual return | 21.02% | 111.87%-90.9pp | 71.41%-50.4pp | 81.01%-60.0pp |
| Employer contribution / active EE | $766 | $3,115-75.4% | $4,736-83.8% | $2,440-68.6% |
| Participant deferral / active EE | $2,964 | $5,419-45.3% | $6,710-55.8% | $3,608-17.9% |
| Admin fee / account holder | $267 | $5,957-95.5% | $10,264-97.4% | $5,124-94.8% |