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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 | $14,955 | $65,395-77.1% | $182,540-91.8% | $72,975-79.5% |
| Participation rate | 89.7% | 65.4%+24.2pp | 78.0%+11.7pp | 69.5%+20.2pp |
| Annual return | 27.47% | 27.68%-0.2pp | 148.58%-121.1pp | 81.01%-53.5pp |
| Employer contribution / active EE | $1,508 | $1,911-21.1% | $4,076-63.0% | $2,440-38.2% |
| Participant deferral / active EE | $2,505 | $3,563-29.7% | $5,525-54.7% | $3,608-30.6% |
| Admin fee / account holder | $160 | $4,245-96.2% | $8,593-98.1% | $5,124-96.9% |