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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 | $3,627 | $63,764-94.3% | $81,926-95.6% | $79,858-95.5% |
| Participation rate | 73.3% | 67.5%+5.8pp | 72.0%+1.3pp | 69.6%+3.7pp |
| Annual return | 42.15% | 22.66%+19.5pp | 29.49%+12.7pp | 31.72%+10.4pp |
| Employer contribution / active EE | $616 | $1,795-65.7% | $4,310-85.7% | $2,471-75.1% |
| Participant deferral / active EE | $1,175 | $2,780-57.7% | $7,108-83.5% | $3,740-68.6% |
| Admin fee / account holder | $0 | $4,426-100.0% | $5,159-100.0% | $5,306-100.0% |