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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 | $2,427 | $91,167-97.3% | $178,498-98.6% | $79,858-97.0% |
| Participation rate | 70.2% | 69.2%+1.0pp | 81.9%-11.7pp | 69.6%+0.6pp |
| Annual return | 26.76% | 24.19%+2.6pp | 151.09%-124.3pp | 31.72%-5.0pp |
| Employer contribution / active EE | $483 | $3,255-85.2% | $5,011-90.4% | $2,471-80.4% |
| Participant deferral / active EE | $1,302 | $3,236-59.8% | $5,202-75.0% | $3,740-65.2% |
| Admin fee / account holder | $277 | $6,747-95.9% | $13,985-98.0% | $5,306-94.8% |