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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 | $1,692 | $59,440-97.2% | $78,004-97.8% | $82,637-98.0% |
| Participation rate | 96.4% | 62.8%+33.6pp | 69.4%+26.9pp | 68.1%+28.3pp |
| Annual return | 40.88% | 40.24%+0.6pp | 31.07%+9.8pp | 53.51%-12.6pp |
| Employer contribution / active EE | $420 | $1,750-76.0% | $2,469-83.0% | $2,552-83.5% |
| Participant deferral / active EE | $1,077 | $3,138-65.7% | $4,092-73.7% | $4,126-73.9% |
| Admin fee / account holder | $215 | $5,504-96.1% | $7,578-97.2% | $7,339-97.1% |