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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 | $15,236 | $77,816-80.4% | $123,552-87.7% | $64,173-76.3% |
| Participation rate | 75.0% | 74.7%+0.3pp | 82.3%-7.3pp | 69.6%+5.4pp |
| Annual return | 17.04% | 12.49%+4.6pp | 119.20%-102.2pp | 7.63%+9.4pp |
| Employer contribution / active EE | $2,175 | $3,014-27.8% | $4,628-53.0% | $2,381-8.6% |
| Participant deferral / active EE | $4,553 | $5,240-13.1% | $6,426-29.1% | $3,470+31.2% |
| Admin fee / account holder | $59 | $5,519-98.9% | $9,285-99.4% | $4,887-98.8% |