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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 | $4,451 | $45,343-90.2% | $150,298-97.0% | $67,986-93.5% |
| Participation rate | 88.5% | 51.9%+36.7pp | 77.8%+10.8pp | 57.2%+31.3pp |
| Annual return | 18.41% | 33.28%-14.9pp | 62.79%-44.4pp | 31.67%-13.3pp |
| Employer contribution / active EE | $381 | $1,462-73.9% | $4,154-90.8% | $2,019-81.1% |
| Participant deferral / active EE | $885 | $2,055-56.9% | $5,453-83.8% | $3,358-73.6% |
| Admin fee / account holder | $178 | $2,250-92.1% | $14,116-98.7% | $3,203-94.4% |