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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 | $19,604 | $93,617-79.1% | $135,982-85.6% | $75,177-73.9% |
| Participation rate | 84.8% | 75.2%+9.6pp | 81.9%+2.9pp | 67.2%+17.6pp |
| Annual return | 18.03% | 30.89%-12.9pp | 68.32%-50.3pp | 160.75%-142.7pp |
| Employer contribution / active EE | $819 | $3,538-76.8% | $4,859-83.1% | $2,671-69.3% |
| Participant deferral / active EE | $4,541 | $6,406-29.1% | $7,760-41.5% | $4,126+10.0% |
| Admin fee / account holder | $142 | $6,980-98.0% | $10,767-98.7% | $5,651-97.5% |