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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 | $5,801 | $53,063-89.1% | $124,206-95.3% | $82,637-93.0% |
| Participation rate | 77.8% | 58.4%+19.4pp | 69.6%+8.2pp | 68.1%+9.7pp |
| Annual return | 20.83% | 68.87%-48.0pp | 515.27%-494.4pp | 53.51%-32.7pp |
| Employer contribution / active EE | $460 | $1,530-69.9% | $3,540-87.0% | $2,552-82.0% |
| Participant deferral / active EE | $1,694 | $2,644-35.9% | $3,968-57.3% | $4,126-58.9% |
| Admin fee / account holder | $149 | $4,281-96.5% | $5,929-97.5% | $7,339-98.0% |