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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 | $9,074 | $84,236-89.2% | $170,435-94.7% | $70,126-87.1% |
| Participation rate | 97.8% | 70.8%+26.9pp | 83.6%+14.2pp | 69.5%+28.2pp |
| Annual return | 13.11% | 23.06%-10.0pp | 205.94%-192.8pp | 73.15%-60.0pp |
| Employer contribution / active EE | $486 | $3,387-85.7% | $5,432-91.1% | $2,343-79.3% |
| Participant deferral / active EE | $2,428 | $3,086-21.3% | $4,939-50.8% | $3,332-27.1% |
| Admin fee / account holder | $109 | $5,698-98.1% | $13,881-99.2% | $4,645-97.7% |