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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 | $17,071 | $76,551-77.7% | $123,894-86.2% | $62,881-72.9% |
| Participation rate | 76.0% | 73.0%+3.0pp | 81.4%-5.4pp | 69.3%+6.7pp |
| Annual return | 10.64% | 18.68%-8.0pp | 47.52%-36.9pp | 20.14%-9.5pp |
| Employer contribution / active EE | $1,891 | $2,882-34.4% | $4,617-59.0% | $2,281-17.1% |
| Participant deferral / active EE | $3,493 | $4,840-27.8% | $5,984-41.6% | $3,203+9.0% |
| Admin fee / account holder | $96 | $4,826-98.0% | $8,357-98.9% | $4,296-97.8% |