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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 | $4,396 | $63,354-93.1% | $94,105-95.3% | $82,637-94.7% |
| Participation rate | 88.9% | 63.8%+25.1pp | 71.9%+16.9pp | 68.1%+20.8pp |
| Annual return | 23.62% | 34.36%-10.7pp | 204.55%-180.9pp | 53.51%-29.9pp |
| Employer contribution / active EE | $975 | $1,760-44.6% | $2,504-61.1% | $2,552-61.8% |
| Participant deferral / active EE | $1,234 | $2,873-57.1% | $3,881-68.2% | $4,126-70.1% |
| Admin fee / account holder | $30 | $5,073-99.4% | $6,199-99.5% | $7,339-99.6% |