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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 | $5,890 | $51,708-88.6% | $106,619-94.5% | $62,881-90.6% |
| Participation rate | 95.6% | 66.9%+28.7pp | 78.0%+17.6pp | 69.3%+26.3pp |
| Annual return | 13.51% | 4.69%+8.8pp | 9.42%+4.1pp | 20.14%-6.6pp |
| Employer contribution / active EE | $539 | $1,764-69.4% | $3,947-86.3% | $2,281-76.4% |
| Participant deferral / active EE | $1,779 | $2,315-23.2% | $3,930-54.7% | $3,203-44.5% |
| Admin fee / account holder | $27 | $3,349-99.2% | $6,418-99.6% | $4,296-99.4% |