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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 | $7,476 | $81,504-90.8% | $102,437-92.7% | $80,959-90.8% |
| Participation rate | 92.9% | 66.9%+26.0pp | 74.5%+18.3pp | 67.7%+25.2pp |
| Annual return | 14.20% | 25.60%-11.4pp | 24.95%-10.7pp | 35.67%-21.5pp |
| Employer contribution / active EE | $1,312 | $3,104-57.7% | $3,871-66.1% | $2,757-52.4% |
| Participant deferral / active EE | $2,219 | $3,871-42.7% | $5,060-56.2% | $4,300-48.4% |
| Admin fee / account holder | $240 | $6,719-96.4% | $8,388-97.1% | $6,925-96.5% |