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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 | $55,930-94.2% | $76,089-95.7% | $80,925-96.0% |
| Participation rate | 90.1% | 62.1%+28.1pp | 69.1%+21.0pp | 67.7%+22.5pp |
| Annual return | 21.98% | 20.58%+1.4pp | 360.94%-339.0pp | 35.65%-13.7pp |
| Employer contribution / active EE | $476 | $1,866-74.5% | $2,690-82.3% | $2,756-82.7% |
| Participant deferral / active EE | $1,043 | $3,051-65.8% | $4,259-75.5% | $4,299-75.7% |
| Admin fee / account holder | $286 | $5,241-94.5% | $6,418-95.5% | $6,940-95.9% |