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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 | $1,586 | $51,222-96.9% | $70,544-97.8% | $75,173-97.9% |
| Participation rate | 80.8% | 61.0%+19.8pp | 68.4%+12.4pp | 67.2%+13.6pp |
| Annual return | 44.65% | 30.06%+14.6pp | 32.79%+11.9pp | 160.72%-116.1pp |
| Employer contribution / active EE | $421 | $1,827-76.9% | $2,976-85.8% | $2,671-84.2% |
| Participant deferral / active EE | $980 | $2,850-65.6% | $4,568-78.5% | $4,126-76.2% |
| Admin fee / account holder | $52 | $4,096-98.7% | $6,427-99.2% | $5,651-99.1% |