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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 | $5,426 | $110,278-95.1% | $95,740-94.3% | $139,466-96.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 22.65% | 27.19%-4.5pp | 28.41%-5.8pp | 373.66%-351.0pp |
| Employer contribution / active EE | $595 | $3,260-81.7% | $2,836-79.0% | $4,754-87.5% |
| Participant deferral / active EE | $683 | $4,674-85.4% | $4,244-83.9% | $6,712-89.8% |
| Admin fee / account holder | $284 | $6,613-95.7% | $5,676-95.0% | $11,409-97.5% |