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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 | $4,172 | $71,215-94.1% | $93,696-95.5% | $80,935-94.8% |
| Participation rate | 72.1% | 60.4%+11.7pp | 68.7%+3.4pp | 67.7%+4.4pp |
| Annual return | 17.40% | 11.27%+6.1pp | 133.74%-116.3pp | 35.66%-18.3pp |
| Employer contribution / active EE | $677 | $1,565-56.7% | $2,422-72.0% | $2,757-75.4% |
| Participant deferral / active EE | $1,658 | $4,037-58.9% | $4,417-62.5% | $4,299-61.4% |
| Admin fee / account holder | $101 | $6,958-98.5% | $8,287-98.8% | $6,924-98.5% |