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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 | $4,950 | $73,955-93.3% | $96,520-94.9% | $75,181-93.4% |
| Participation rate | 86.1% | 66.4%+19.7pp | 74.3%+11.8pp | 67.2%+18.9pp |
| Annual return | 36.55% | 26.72%+9.8pp | 35.72%+0.8pp | 160.69%-124.1pp |
| Employer contribution / active EE | $1,432 | $2,930-51.1% | $3,739-61.7% | $2,671-46.4% |
| Participant deferral / active EE | $2,370 | $3,659-35.2% | $4,879-51.4% | $4,126-42.6% |
| Admin fee / account holder | $76 | $5,217-98.6% | $6,733-98.9% | $5,650-98.7% |