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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 | $81,262-92.8% | $155,602-96.3% | $80,911-92.8% |
| Participation rate | 89.7% | 66.2%+23.4pp | 78.2%+11.5pp | 67.6%+22.0pp |
| Annual return | 12.31% | 33.34%-21.0pp | 64.81%-52.5pp | 35.63%-23.3pp |
| Employer contribution / active EE | $673 | $3,102-78.3% | $4,675-85.6% | $2,756-75.6% |
| Participant deferral / active EE | $1,254 | $3,451-63.7% | $5,629-77.7% | $4,297-70.8% |
| Admin fee / account holder | $193 | $7,992-97.6% | $15,923-98.8% | $6,935-97.2% |