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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 | $10,051 | $52,279-80.8% | $89,435-88.8% | $79,856-87.4% |
| Participation rate | 98.4% | 57.5%+40.9pp | 68.0%+30.5pp | 69.6%+28.8pp |
| Annual return | 22.94% | 22.16%+0.8pp | 245.55%-222.6pp | 31.71%-8.8pp |
| Employer contribution / active EE | $694 | $1,572-55.9% | $2,587-73.2% | $2,471-71.9% |
| Participant deferral / active EE | $1,380 | $2,740-49.7% | $3,890-64.5% | $3,741-63.1% |
| Admin fee / account holder | $36 | $3,356-98.9% | $4,884-99.3% | $5,306-99.3% |