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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 | $2,817 | $103,949-97.3% | $69,182-95.9% | $273,972-99.0% |
| Participation rate | 78.9% | 67.4%+11.6pp | 55.1%+23.8pp | 83.0%-4.1pp |
| Annual return | 22.58% | 35.28%-12.7pp | -21.93%+44.5pp | 41.46%-18.9pp |
| Employer contribution / active EE | $782 | $1,783-56.1% | $1,206-35.2% | $4,869-83.9% |
| Participant deferral / active EE | $1,094 | $2,716-59.7% | $1,897-42.3% | $5,287-79.3% |
| Admin fee / account holder | $78 | $3,671-97.9% | $2,697-97.1% | $10,133-99.2% |