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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 | $5,713 | $48,053-88.1% | $84,628-93.2% | $72,975-92.2% |
| Participation rate | 97.4% | 57.6%+39.8pp | 68.2%+29.1pp | 69.5%+27.9pp |
| Annual return | 39.45% | 37.39%+2.1pp | 258.80%-219.3pp | 81.01%-41.6pp |
| Employer contribution / active EE | $446 | $1,602-72.2% | $2,653-83.2% | $2,440-81.7% |
| Participant deferral / active EE | $2,126 | $2,681-20.7% | $3,900-45.5% | $3,608-41.1% |
| Admin fee / account holder | $134 | $3,395-96.1% | $4,914-97.3% | $5,124-97.4% |