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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 | $18,240 | $55,002-66.8% | $59,899-69.5% | $56,289-67.6% |
| Participation rate | 88.5% | 75.9%+12.6pp | 74.7%+13.9pp | 69.9%+18.7pp |
| Annual return | 7.90% | 1.13%+6.8pp | 3.46%+4.4pp | -9.96%+17.9pp |
| Employer contribution / active EE | $1,738 | $2,448-29.0% | $2,723-36.2% | $2,111-17.7% |
| Participant deferral / active EE | $2,929 | $3,121-6.2% | $3,402-13.9% | $3,350-12.6% |
| Admin fee / account holder | $211 | $236-10.4% | $3,592-94.1% | $521-59.5% |