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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 | $4,745 | $67,602-93.0% | $82,312-94.2% | $70,126-93.2% |
| Participation rate | 81.4% | 72.8%+8.6pp | 76.9%+4.5pp | 69.5%+11.9pp |
| Annual return | 22.67% | 21.57%+1.1pp | 25.88%-3.2pp | 73.15%-50.5pp |
| Employer contribution / active EE | $716 | $1,755-59.2% | $2,428-70.5% | $2,343-69.4% |
| Participant deferral / active EE | $2,068 | $2,987-30.8% | $3,706-44.2% | $3,332-37.9% |
| Admin fee / account holder | $67 | $4,512-98.5% | $5,608-98.8% | $4,645-98.6% |