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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 | $1,249 | $37,446-96.7% | $77,552-98.4% | $79,856-98.4% |
| Participation rate | 83.3% | 41.5%+41.8pp | 54.2%+29.1pp | 69.6%+13.7pp |
| Annual return | 30.32% | 39.76%-9.4pp | 54.82%-24.5pp | 31.71%-1.4pp |
| Employer contribution / active EE | $330 | $637-48.2% | $987-66.6% | $2,471-86.7% |
| Participant deferral / active EE | $572 | $1,261-54.6% | $1,861-69.2% | $3,741-84.7% |
| Admin fee / account holder | $108 | $2,506-95.7% | $2,859-96.2% | $5,306-98.0% |