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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 | $81,504-86.0% | $102,437-88.8% | $80,959-85.9% |
| Participation rate | 77.8% | 66.9%+10.9pp | 74.5%+3.3pp | 67.7%+10.1pp |
| Annual return | 17.59% | 25.60%-8.0pp | 24.95%-7.4pp | 35.67%-18.1pp |
| Employer contribution / active EE | $1,167 | $3,104-62.4% | $3,871-69.8% | $2,757-57.7% |
| Participant deferral / active EE | $2,269 | $3,871-41.4% | $5,060-55.2% | $4,300-47.2% |
| Admin fee / account holder | $0 | $6,719-100.0% | $8,388-100.0% | $6,925-100.0% |