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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 | $1,643 | $67,894-97.6% | $89,340-98.2% | $82,448-98.0% |
| Participation rate | 87.8% | 64.0%+23.8pp | 69.6%+18.3pp | 68.1%+19.8pp |
| Annual return | 23.03% | 19.21%+3.8pp | 20.57%+2.5pp | 41.64%-18.6pp |
| Employer contribution / active EE | $530 | $1,828-71.0% | $2,231-76.3% | $2,551-79.2% |
| Participant deferral / active EE | $1,112 | $3,072-63.8% | $3,823-70.9% | $4,139-73.1% |
| Admin fee / account holder | $169 | $5,723-97.0% | $6,704-97.5% | $7,234-97.7% |