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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 | $3,796 | $57,119-93.4% | $85,187-95.5% | $80,935-95.3% |
| Participation rate | 87.9% | 56.4%+31.5pp | 67.5%+20.4pp | 67.7%+20.2pp |
| Annual return | 15.70% | 21.70%-6.0pp | 66.67%-51.0pp | 35.66%-20.0pp |
| Employer contribution / active EE | $590 | $1,802-67.2% | $2,732-78.4% | $2,757-78.6% |
| Participant deferral / active EE | $805 | $3,115-74.2% | $4,525-82.2% | $4,299-81.3% |
| Admin fee / account holder | $99 | $4,990-98.0% | $6,162-98.4% | $6,924-98.6% |