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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 | $11,822 | $88,672-86.7% | $105,223-88.8% | $82,448-85.7% |
| Participation rate | 88.5% | 67.9%+20.5pp | 75.0%+13.4pp | 68.1%+20.4pp |
| Annual return | 15.95% | 30.86%-14.9pp | 180.65%-164.7pp | 41.64%-25.7pp |
| Employer contribution / active EE | $837 | $3,048-72.5% | $3,689-77.3% | $2,551-67.2% |
| Participant deferral / active EE | $1,677 | $4,036-58.4% | $5,072-66.9% | $4,139-59.5% |
| Admin fee / account holder | $140 | $7,146-98.0% | $8,859-98.4% | $7,234-98.1% |