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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 | $7,387 | $67,894-89.1% | $89,340-91.7% | $82,448-91.0% |
| Participation rate | 86.7% | 64.0%+22.6pp | 69.6%+17.1pp | 68.1%+18.6pp |
| Annual return | 29.95% | 19.21%+10.7pp | 20.57%+9.4pp | 41.64%-11.7pp |
| Employer contribution / active EE | $953 | $1,828-47.9% | $2,231-57.3% | $2,551-62.7% |
| Participant deferral / active EE | $2,587 | $3,072-15.8% | $3,823-32.3% | $4,139-37.5% |
| Admin fee / account holder | $285 | $5,723-95.0% | $6,704-95.8% | $7,234-96.1% |