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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 | $7,869 | $112,729-93.0% | $98,716-92.0% | $137,256-94.3% |
| Participation rate | 70.6% | 74.2%-3.6pp | 69.3%+1.3pp | 80.0%-9.4pp |
| Annual return | 29.76% | 38.48%-8.7pp | 31.81%-2.0pp | 220.34%-190.6pp |
| Employer contribution / active EE | $1,323 | $2,725-51.4% | $2,279-41.9% | $4,156-68.2% |
| Participant deferral / active EE | $1,647 | $4,640-64.5% | $4,048-59.3% | $6,407-74.3% |
| Admin fee / account holder | $227 | $10,129-97.8% | $8,703-97.4% | $12,270-98.2% |