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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 | $5,113 | $45,082-88.7% | $69,464-92.6% | $72,975-93.0% |
| Participation rate | 89.4% | 68.5%+20.9pp | 74.6%+14.8pp | 69.5%+19.9pp |
| Annual return | 25.30% | 22.66%+2.6pp | 28.98%-3.7pp | 81.01%-55.7pp |
| Employer contribution / active EE | $794 | $2,055-61.4% | $2,779-71.4% | $2,440-67.5% |
| Participant deferral / active EE | $881 | $2,604-66.2% | $3,536-75.1% | $3,608-75.6% |
| Admin fee / account holder | $99 | $3,057-96.8% | $3,840-97.4% | $5,124-98.1% |