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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 | $7,783 | $45,041-82.7% | $63,003-87.6% | $70,131-88.9% |
| Participation rate | 71.4% | 69.5%+1.9pp | 74.8%-3.4pp | 69.5%+1.9pp |
| Annual return | 26.85% | 18.76%+8.1pp | 87.59%-60.7pp | 73.14%-46.3pp |
| Employer contribution / active EE | $1,017 | $2,052-50.5% | $2,760-63.2% | $2,342-56.6% |
| Participant deferral / active EE | $1,619 | $2,465-34.3% | $3,329-51.4% | $3,332-51.4% |
| Admin fee / account holder | $0 | $2,836-100.0% | $3,600-100.0% | $4,645-100.0% |