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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 | $2,248 | $67,894-96.7% | $89,340-97.5% | $82,448-97.3% |
| Participation rate | 82.8% | 64.0%+18.7pp | 69.6%+13.2pp | 68.1%+14.7pp |
| Annual return | 22.12% | 19.21%+2.9pp | 20.57%+1.6pp | 41.64%-19.5pp |
| Employer contribution / active EE | $458 | $1,828-74.9% | $2,231-79.5% | $2,551-82.0% |
| Participant deferral / active EE | $1,141 | $3,072-62.9% | $3,823-70.2% | $4,139-72.4% |
| Admin fee / account holder | $49 | $5,723-99.1% | $6,704-99.3% | $7,234-99.3% |