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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 | $60,442-89.1% | $96,754-93.2% | $87,485-92.5% |
| Participation rate | 97.6% | 58.7%+38.9pp | 70.3%+27.3pp | 68.9%+28.6pp |
| Annual return | 21.96% | 21.97%0pp | 82.04%-60.1pp | 26.06%-4.1pp |
| Employer contribution / active EE | $732 | $1,691-56.7% | $2,679-72.7% | $2,596-71.8% |
| Participant deferral / active EE | $1,728 | $3,280-47.3% | $4,758-63.7% | $4,274-59.6% |
| Admin fee / account holder | $269 | $5,069-94.7% | $8,905-97.0% | $7,775-96.5% |