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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 | $15,831 | $48,364-67.3% | $71,796-78.0% | $62,881-74.8% |
| Participation rate | 90.7% | 60.6%+30.1pp | 69.1%+21.6pp | 69.3%+21.4pp |
| Annual return | 6.68% | 13.16%-6.5pp | 78.04%-71.4pp | 20.14%-13.5pp |
| Employer contribution / active EE | $387 | $1,042-62.8% | $1,924-79.9% | $2,281-83.0% |
| Participant deferral / active EE | $1,358 | $2,091-35.1% | $2,794-51.4% | $3,203-57.6% |
| Admin fee / account holder | $128 | $3,771-96.6% | $4,815-97.3% | $4,296-97.0% |