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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 | $2,057 | $51,222-96.0% | $70,544-97.1% | $75,173-97.3% |
| Participation rate | 76.6% | 61.0%+15.6pp | 68.4%+8.2pp | 67.2%+9.4pp |
| Annual return | 26.35% | 30.06%-3.7pp | 32.79%-6.4pp | 160.72%-134.4pp |
| Employer contribution / active EE | $706 | $1,827-61.4% | $2,976-76.3% | $2,671-73.6% |
| Participant deferral / active EE | $986 | $2,850-65.4% | $4,568-78.4% | $4,126-76.1% |
| Admin fee / account holder | $150 | $4,096-96.3% | $6,427-97.7% | $5,651-97.3% |