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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 | $3,599 | $77,814-95.4% | $158,223-97.7% | $86,983-95.9% |
| Participation rate | 91.5% | 68.4%+23.1pp | 79.2%+12.3pp | 69.5%+22.0pp |
| Annual return | 14.21% | 30.54%-16.3pp | 52.09%-37.9pp | 25.83%-11.6pp |
| Employer contribution / active EE | $932 | $2,592-64.1% | $4,109-77.3% | $2,584-64.0% |
| Participant deferral / active EE | $1,239 | $3,270-62.1% | $5,467-77.3% | $4,194-70.5% |
| Admin fee / account holder | $176 | $5,879-97.0% | $16,047-98.9% | $7,856-97.8% |