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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 | $3,247 | $55,902-94.2% | $76,030-95.7% | $80,959-96.0% |
| Participation rate | 90.1% | 62.1%+28.0pp | 69.1%+21.0pp | 67.7%+22.4pp |
| Annual return | 21.98% | 20.59%+1.4pp | 361.54%-339.6pp | 35.67%-13.7pp |
| Employer contribution / active EE | $476 | $1,867-74.5% | $2,688-82.3% | $2,757-82.7% |
| Participant deferral / active EE | $1,043 | $3,051-65.8% | $4,257-75.5% | $4,300-75.7% |
| Admin fee / account holder | $286 | $5,239-94.5% | $6,421-95.5% | $6,925-95.9% |