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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 | $1,324 | $22,602-94.1% | $65,566-98.0% | $75,173-98.2% |
| Participation rate | 72.7% | 63.1%+9.7pp | 64.9%+7.8pp | 67.2%+5.5pp |
| Annual return | 50.74% | 71.13%-20.4pp | 47.40%+3.3pp | 160.72%-110.0pp |
| Employer contribution / active EE | $577 | $941-38.7% | $1,692-65.9% | $2,671-78.4% |
| Participant deferral / active EE | $1,048 | $1,695-38.2% | $2,832-63.0% | $4,126-74.6% |
| Admin fee / account holder | $143 | $1,877-92.4% | $4,114-96.5% | $5,651-97.5% |