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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 | $6,008 | $57,590-89.6% | $86,233-93.0% | $82,448-92.7% |
| Participation rate | 90.9% | 57.9%+33.0pp | 69.0%+21.9pp | 68.1%+22.8pp |
| Annual return | 22.89% | 22.41%+0.5pp | 61.39%-38.5pp | 41.64%-18.8pp |
| Employer contribution / active EE | $729 | $1,655-55.9% | $2,504-70.9% | $2,551-71.4% |
| Participant deferral / active EE | $1,025 | $3,080-66.7% | $4,559-77.5% | $4,139-75.2% |
| Admin fee / account holder | $129 | $4,730-97.3% | $8,342-98.5% | $7,234-98.2% |