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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 | $1,615 | $16,790-90.4% | $64,489-97.5% | $67,986-97.6% |
| Participation rate | 77.6% | 62.4%+15.2pp | 67.7%+9.9pp | 57.2%+20.4pp |
| Annual return | 20.97% | 30.55%-9.6pp | 55.03%-34.1pp | 31.67%-10.7pp |
| Employer contribution / active EE | $322 | $648-50.2% | $1,523-78.8% | $2,019-84.0% |
| Participant deferral / active EE | $791 | $1,510-47.6% | $2,778-71.5% | $3,358-76.4% |
| Admin fee / account holder | $186 | $1,690-89.0% | $4,260-95.6% | $3,203-94.2% |