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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 | $13,883 | $39,162-64.6% | $100,671-86.2% | $59,632-76.7% |
| Participation rate | 86.3% | 55.9%+30.4pp | 70.7%+15.5pp | 68.7%+17.6pp |
| Annual return | -0.84% | 21.07%-21.9pp | 20.43%-21.3pp | 2041.32%-2042.2pp |
| Employer contribution / active EE | $519 | $1,151-54.9% | $4,012-87.1% | $2,203-76.4% |
| Participant deferral / active EE | $1,156 | $1,992-42.0% | $3,144-63.2% | $3,192-63.8% |
| Admin fee / account holder | $125 | $2,969-95.8% | $4,850-97.4% | $4,297-97.1% |