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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 | $7,899 | $81,358-90.3% | $155,556-94.9% | $80,959-90.2% |
| Participation rate | 71.4% | 66.3%+5.2pp | 78.2%-6.8pp | 67.7%+3.8pp |
| Annual return | 36.26% | 33.39%+2.9pp | 64.84%-28.6pp | 35.67%+0.6pp |
| Employer contribution / active EE | $670 | $3,106-78.4% | $4,675-85.7% | $2,757-75.7% |
| Participant deferral / active EE | $3,010 | $3,455-12.9% | $5,631-46.5% | $4,300-30.0% |
| Admin fee / account holder | $65 | $7,994-99.2% | $15,885-99.6% | $6,925-99.1% |