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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 | $5,813 | $81,358-92.9% | $155,556-96.3% | $80,959-92.8% |
| Participation rate | 89.7% | 66.3%+23.4pp | 78.2%+11.4pp | 67.7%+22.0pp |
| Annual return | 12.31% | 33.39%-21.1pp | 64.84%-52.5pp | 35.67%-23.4pp |
| Employer contribution / active EE | $673 | $3,106-78.3% | $4,675-85.6% | $2,757-75.6% |
| Participant deferral / active EE | $1,254 | $3,455-63.7% | $5,631-77.7% | $4,300-70.8% |
| Admin fee / account holder | $193 | $7,994-97.6% | $15,885-98.8% | $6,925-97.2% |