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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 | $13,222 | $52,306-74.7% | $69,779-81.1% | $62,881-79.0% |
| Participation rate | 75.0% | 67.2%+7.8pp | 71.8%+3.2pp | 69.3%+5.7pp |
| Annual return | 12.09% | 13.35%-1.3pp | 12.99%-0.9pp | 20.14%-8.1pp |
| Employer contribution / active EE | $2,647 | $1,799+47.1% | $2,338+13.2% | $2,281+16.0% |
| Participant deferral / active EE | $3,913 | $2,395+63.4% | $2,931+33.5% | $3,203+22.2% |
| Admin fee / account holder | $264 | $3,691-92.9% | $4,381-94.0% | $4,296-93.9% |