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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 | $4,594 | $76,407-94.0% | $150,298-96.9% | $82,448-94.4% |
| Participation rate | 94.6% | 66.4%+28.2pp | 77.8%+16.8pp | 68.1%+26.5pp |
| Annual return | 49.86% | 39.99%+9.9pp | 62.79%-12.9pp | 41.64%+8.2pp |
| Employer contribution / active EE | $908 | $2,614-65.3% | $4,154-78.1% | $2,551-64.4% |
| Participant deferral / active EE | $2,013 | $3,214-37.4% | $5,453-63.1% | $4,139-51.4% |
| Admin fee / account holder | $244 | $6,352-96.2% | $14,116-98.3% | $7,234-96.6% |