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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 | $12,915 | $53,127-75.7% | $86,597-85.1% | $70,131-81.6% |
| Participation rate | 96.7% | 65.3%+31.4pp | 73.5%+23.1pp | 69.5%+27.1pp |
| Annual return | 16.57% | 27.66%-11.1pp | 964.96%-948.4pp | 73.14%-56.6pp |
| Employer contribution / active EE | $924 | $2,068-55.3% | $2,840-67.5% | $2,342-60.6% |
| Participant deferral / active EE | $1,391 | $2,696-48.4% | $3,609-61.5% | $3,332-58.3% |
| Admin fee / account holder | $264 | $3,585-92.6% | $4,906-94.6% | $4,645-94.3% |