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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 | $14,972 | $117,895-87.3% | $102,460-85.4% | $145,897-89.7% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 11.50% | 31.92%-20.4pp | 29.47%-18.0pp | 552.29%-540.8pp |
| Employer contribution / active EE | $1,280 | $3,619-64.6% | $3,025-57.7% | $4,663-72.6% |
| Participant deferral / active EE | $2,983 | $5,736-48.0% | $5,056-41.0% | $6,689-55.4% |
| Admin fee / account holder | $18 | $13,353-99.9% | $9,460-99.8% | $13,390-99.9% |