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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 | $76,834-93.3% | $108,359-95.3% | $87,485-94.1% |
| Participation rate | 95.5% | 61.7%+33.7pp | 70.1%+25.3pp | 68.9%+26.5pp |
| Annual return | 24.43% | 19.09%+5.3pp | 36.89%-12.5pp | 26.06%-1.6pp |
| Employer contribution / active EE | $1,053 | $1,556-32.4% | $2,399-56.1% | $2,596-59.4% |
| Participant deferral / active EE | $2,012 | $3,100-35.1% | $4,137-51.4% | $4,274-52.9% |
| Admin fee / account holder | $225 | $6,537-96.6% | $9,741-97.7% | $7,775-97.1% |