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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 | $11,449 | $81,446-85.9% | $103,374-88.9% | $80,874-85.8% |
| Participation rate | 77.8% | 66.9%+10.9pp | 74.5%+3.3pp | 67.6%+10.1pp |
| Annual return | 17.59% | 25.57%-8.0pp | 24.89%-7.3pp | 35.62%-18.0pp |
| Employer contribution / active EE | $1,167 | $3,107-62.4% | $3,869-69.8% | $2,756-57.6% |
| Participant deferral / active EE | $2,269 | $3,870-41.4% | $5,058-55.1% | $4,297-47.2% |
| Admin fee / account holder | $0 | $6,715-100.0% | $8,394-100.0% | $6,935-100.0% |