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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 | $1,808 | $25,014-92.8% | $69,632-97.4% | $80,959-97.8% |
| Participation rate | 71.4% | 64.2%+7.2pp | 66.4%+5.0pp | 67.7%+3.8pp |
| Annual return | 16.33% | 19.08%-2.8pp | 101.32%-85.0pp | 35.67%-19.3pp |
| Employer contribution / active EE | $734 | $991-25.9% | $1,708-57.0% | $2,757-73.4% |
| Participant deferral / active EE | $1,318 | $1,840-28.4% | $2,889-54.4% | $4,300-69.4% |
| Admin fee / account holder | $265 | $2,491-89.3% | $4,695-94.3% | $6,925-96.2% |