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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 | $7,122 | $77,920-90.9% | $149,723-95.2% | $75,177-90.5% |
| Participation rate | 83.3% | 65.6%+17.8pp | 78.8%+4.6pp | 67.2%+16.1pp |
| Annual return | 17.98% | 31.72%-13.7pp | 134.50%-116.5pp | 160.75%-142.8pp |
| Employer contribution / active EE | $629 | $3,138-80.0% | $4,821-87.0% | $2,671-76.5% |
| Participant deferral / active EE | $1,710 | $3,411-49.9% | $5,682-69.9% | $4,126-58.6% |
| Admin fee / account holder | $128 | $5,951-97.9% | $13,215-99.0% | $5,651-97.7% |