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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 | $12,162 | $101,778-88.1% | $164,975-92.6% | $80,925-85.0% |
| Participation rate | 77.8% | 71.8%+5.9pp | 78.6%-0.8pp | 67.7%+10.1pp |
| Annual return | 12.86% | 16.73%-3.9pp | 70.12%-57.3pp | 35.65%-22.8pp |
| Employer contribution / active EE | $1,579 | $2,954-46.5% | $4,343-63.6% | $2,756-42.7% |
| Participant deferral / active EE | $3,083 | $4,477-31.1% | $6,033-48.9% | $4,299-28.3% |
| Admin fee / account holder | $146 | $8,221-98.2% | $12,688-98.8% | $6,940-97.9% |