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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 | $5,145 | $73,787-93.0% | $98,716-94.8% | $82,448-93.8% |
| Participation rate | 95.5% | 61.4%+34.0pp | 69.3%+26.2pp | 68.1%+27.4pp |
| Annual return | 24.43% | 18.57%+5.9pp | 31.81%-7.4pp | 41.64%-17.2pp |
| Employer contribution / active EE | $1,053 | $1,511-30.3% | $2,279-53.8% | $2,551-58.7% |
| Participant deferral / active EE | $2,012 | $3,081-34.7% | $4,048-50.3% | $4,139-51.4% |
| Admin fee / account holder | $225 | $6,500-96.5% | $8,703-97.4% | $7,234-96.9% |