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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 | $12,218 | $181,896-93.3% | $156,551-92.2% | $273,972-95.5% |
| Participation rate | 81.8% | 88.4%-6.6pp | 84.0%-2.2pp | 83.0%-1.2pp |
| Annual return | 13.79% | 30.74%-17.0pp | 32.23%-18.4pp | 41.46%-27.7pp |
| Employer contribution / active EE | $1,482 | $6,248-76.3% | $5,501-73.1% | $4,869-69.6% |
| Participant deferral / active EE | $4,393 | $5,550-20.8% | $4,871-9.8% | $5,287-16.9% |
| Admin fee / account holder | $13 | $15,560-99.9% | $13,028-99.9% | $10,133-99.9% |