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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 | $3,332 | $78,690-95.8% | $161,489-97.9% | $87,485-96.2% |
| Participation rate | 83.0% | 67.5%+15.5pp | 78.7%+4.3pp | 68.9%+14.0pp |
| Annual return | 26.05% | 32.74%-6.7pp | 89.72%-63.7pp | 26.06%0pp |
| Employer contribution / active EE | $827 | $2,588-68.0% | $4,268-80.6% | $2,596-68.1% |
| Participant deferral / active EE | $1,540 | $3,311-53.5% | $5,630-72.6% | $4,274-64.0% |
| Admin fee / account holder | $27 | $6,724-99.6% | $16,006-99.8% | $7,775-99.6% |