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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 | $10,374 | $60,349-82.8% | $74,184-86.0% | $62,881-83.5% |
| Participation rate | 93.7% | 72.7%+20.9pp | 76.6%+17.1pp | 69.3%+24.4pp |
| Annual return | 5.82% | 21.38%-15.6pp | 17.74%-11.9pp | 20.14%-14.3pp |
| Employer contribution / active EE | $633 | $1,680-62.3% | $2,370-73.3% | $2,281-72.3% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $238 | $4,261-94.4% | $5,586-95.7% | $4,296-94.5% |