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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 | $30,977 | $138,393-77.6% | $184,256-83.2% | $80,959-61.7% |
| Participation rate | 88.9% | 83.9%+5.0pp | 86.8%+2.1pp | 67.7%+21.2pp |
| Annual return | 12.82% | 20.01%-7.2pp | 28.85%-16.0pp | 35.67%-22.9pp |
| Employer contribution / active EE | $1,792 | $4,847-63.0% | $6,427-72.1% | $2,757-35.0% |
| Participant deferral / active EE | $3,642 | $7,076-48.5% | $9,133-60.1% | $4,300-15.3% |
| Admin fee / account holder | $169 | $10,489-98.4% | $13,899-98.8% | $6,925-97.6% |