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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 | $6,597 | $66,402-90.1% | $109,895-94.0% | $85,856-92.3% |
| Participation rate | 96.0% | 63.9%+32.1pp | 74.2%+21.8pp | 69.3%+26.7pp |
| Annual return | 17.96% | 19.59%-1.6pp | 29.46%-11.5pp | 318.58%-300.6pp |
| Employer contribution / active EE | $1,532 | $1,687-9.2% | $2,843-46.1% | $2,565-40.3% |
| Participant deferral / active EE | $4,203 | $2,842+47.8% | $4,049+3.8% | $3,952+6.3% |
| Admin fee / account holder | $8 | $4,557-99.8% | $6,067-99.9% | $6,261-99.9% |