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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 | $3,433 | $59,839-94.3% | $81,991-95.8% | $79,852-95.7% |
| Participation rate | 86.7% | 61.6%+25.0pp | 69.3%+17.4pp | 69.6%+17.0pp |
| Annual return | 34.74% | 17.56%+17.2pp | 41.31%-6.6pp | 31.72%+3.0pp |
| Employer contribution / active EE | $877 | $1,713-48.8% | $2,498-64.9% | $2,471-64.5% |
| Participant deferral / active EE | $1,320 | $2,695-51.0% | $3,722-64.5% | $3,740-64.7% |
| Admin fee / account holder | $170 | $4,287-96.0% | $5,665-97.0% | $5,306-96.8% |