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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 | $5,838 | $62,672-90.7% | $185,117-96.8% | $70,124-91.7% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 17.43% | 40.79%-23.4pp | 40.50%-23.1pp | 73.14%-55.7pp |
| Employer contribution / active EE | $803 | $1,753-54.2% | $4,182-80.8% | $2,342-65.7% |
| Participant deferral / active EE | $0 | $3,272-100.0% | $5,045-100.0% | $3,332-100.0% |
| Admin fee / account holder | $64 | $3,932-98.4% | $8,159-99.2% | $4,645-98.6% |