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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 | $14,638 | $117,895-87.6% | $102,460-85.7% | $145,897-90.0% |
| Participation rate | 73.7% | 78.6%-4.9pp | 76.5%-2.8pp | 80.3%-6.6pp |
| Annual return | 22.29% | 31.92%-9.6pp | 29.47%-7.2pp | 552.29%-530.0pp |
| Employer contribution / active EE | $1,802 | $3,619-50.2% | $3,025-40.4% | $4,663-61.4% |
| Participant deferral / active EE | $2,784 | $5,736-51.5% | $5,056-44.9% | $6,689-58.4% |
| Admin fee / account holder | $20 | $13,353-99.9% | $9,460-99.8% | $13,390-99.9% |