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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 | $19,181 | $87,106-78.0% | $105,607-81.8% | $80,935-76.3% |
| Participation rate | 85.2% | 70.4%+14.7pp | 75.3%+9.9pp | 67.7%+17.5pp |
| Annual return | 14.58% | 17.01%-2.4pp | 116.11%-101.5pp | 35.66%-21.1pp |
| Employer contribution / active EE | $1,272 | $2,396-46.9% | $3,167-59.8% | $2,757-53.9% |
| Participant deferral / active EE | $3,694 | $3,986-7.3% | $5,011-26.3% | $4,299-14.1% |
| Admin fee / account holder | $7 | $8,447-99.9% | $10,958-99.9% | $6,924-99.9% |