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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 | $1,158 | $24,891-95.3% | $69,623-98.3% | $74,459-98.4% |
| Participation rate | 77.9% | 63.4%+14.4pp | 66.4%+11.4pp | 67.2%+10.6pp |
| Annual return | 21.69% | 18.53%+3.2pp | 101.23%-79.5pp | 1369.70%-1348.0pp |
| Employer contribution / active EE | $493 | $1,005-51.0% | $1,709-71.2% | $2,626-81.2% |
| Participant deferral / active EE | $932 | $1,908-51.2% | $2,890-67.7% | $4,350-78.6% |
| Admin fee / account holder | $229 | $1,904-88.0% | $4,696-95.1% | $1,945-88.2% |