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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 | $10,160 | $64,716-84.3% | $112,258-90.9% | $68,495-85.2% |
| Participation rate | 96.0% | 67.2%+28.8pp | 75.1%+20.9pp | 67.9%+28.1pp |
| Annual return | 41.80% | -11.40%+53.2pp | 27.47%+14.3pp | -7.84%+49.6pp |
| Employer contribution / active EE | $899 | $2,746-67.3% | $3,636-75.3% | $2,596-65.4% |
| Participant deferral / active EE | $3,310 | $3,565-7.1% | $4,728-30.0% | $4,028-17.8% |
| Admin fee / account holder | $114 | $5,232-97.8% | $6,411-98.2% | $5,403-97.9% |