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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 | $7,731 | $54,757-85.9% | $90,304-91.4% | $72,975-89.4% |
| Participation rate | 84.9% | 65.2%+19.7pp | 73.3%+11.6pp | 69.5%+15.4pp |
| Annual return | 26.46% | 30.63%-4.2pp | 78.13%-51.7pp | 81.01%-54.6pp |
| Employer contribution / active EE | $403 | $2,093-80.8% | $2,855-85.9% | $2,440-83.5% |
| Participant deferral / active EE | $1,427 | $2,887-50.6% | $3,885-63.3% | $3,608-60.4% |
| Admin fee / account holder | $91 | $3,973-97.7% | $5,354-98.3% | $5,124-98.2% |