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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 | $11,641 | $77,962-85.1% | $178,540-93.5% | $80,935-85.6% |
| Participation rate | 91.8% | 65.7%+26.1pp | 77.1%+14.7pp | 67.7%+24.1pp |
| Annual return | 15.03% | 18.10%-3.1pp | 27.15%-12.1pp | 35.66%-20.6pp |
| Employer contribution / active EE | $1,837 | $2,280-19.4% | $3,953-53.5% | $2,757-33.4% |
| Participant deferral / active EE | $3,234 | $4,404-26.6% | $6,281-48.5% | $4,299-24.8% |
| Admin fee / account holder | $189 | $7,156-97.4% | $10,424-98.2% | $6,924-97.3% |