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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 | $13,966 | $45,566-69.3% | $64,105-78.2% | $59,632-76.6% |
| Participation rate | 80.8% | 60.2%+20.6pp | 68.2%+12.6pp | 68.7%+12.1pp |
| Annual return | 5.39% | 4.95%+0.4pp | 791.24%-785.8pp | 2041.32%-2035.9pp |
| Employer contribution / active EE | $1,185 | $934+26.8% | $1,820-34.9% | $2,203-46.2% |
| Participant deferral / active EE | $1,685 | $2,057-18.1% | $2,822-40.3% | $3,192-47.2% |
| Admin fee / account holder | $114 | $3,268-96.5% | $4,499-97.5% | $4,297-97.3% |