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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 | $6,577 | $58,057-88.7% | $97,032-93.2% | $86,983-92.4% |
| Participation rate | 97.6% | 60.4%+37.2pp | 71.6%+26.0pp | 69.5%+28.0pp |
| Annual return | 21.96% | 22.26%-0.3pp | 35.38%-13.4pp | 25.83%-3.9pp |
| Employer contribution / active EE | $732 | $1,663-56.0% | $2,629-72.2% | $2,584-71.7% |
| Participant deferral / active EE | $1,728 | $3,244-46.7% | $4,672-63.0% | $4,194-58.8% |
| Admin fee / account holder | $269 | $4,839-94.4% | $9,418-97.1% | $7,856-96.6% |