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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 | $20,273 | $54,541-62.8% | $78,778-74.3% | $70,126-71.1% |
| Participation rate | 70.6% | 60.8%+9.8pp | 69.2%+1.4pp | 69.5%+1.0pp |
| Annual return | 19.49% | 21.07%-1.6pp | 35.62%-16.1pp | 73.15%-53.7pp |
| Employer contribution / active EE | $552 | $1,089-49.3% | $1,986-72.2% | $2,343-76.5% |
| Participant deferral / active EE | $1,125 | $2,210-49.1% | $2,958-62.0% | $3,332-66.2% |
| Admin fee / account holder | $0 | $3,709-100.0% | $5,134-100.0% | $4,645-100.0% |