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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 | $6,258 | $45,050-86.1% | $63,018-90.1% | $70,126-91.1% |
| Participation rate | 86.5% | 69.5%+16.9pp | 74.8%+11.7pp | 69.5%+16.9pp |
| Annual return | 19.68% | 18.76%+0.9pp | 87.62%-67.9pp | 73.15%-53.5pp |
| Employer contribution / active EE | $996 | $2,052-51.5% | $2,761-63.9% | $2,343-57.5% |
| Participant deferral / active EE | $952 | $2,466-61.4% | $3,330-71.4% | $3,332-71.4% |
| Admin fee / account holder | $265 | $2,834-90.6% | $3,601-92.6% | $4,645-94.3% |