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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 | $2,262 | $37,446-94.0% | $77,513-97.1% | $79,852-97.2% |
| Participation rate | 81.5% | 41.5%+40.0pp | 54.2%+27.3pp | 69.6%+11.8pp |
| Annual return | 14.21% | 39.76%-25.5pp | 54.81%-40.6pp | 31.72%-17.5pp |
| Employer contribution / active EE | $226 | $637-64.5% | $987-77.1% | $2,471-90.8% |
| Participant deferral / active EE | $498 | $1,261-60.5% | $1,861-73.3% | $3,740-86.7% |
| Admin fee / account holder | $35 | $2,506-98.6% | $2,859-98.8% | $5,306-99.3% |