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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 | $14,837 | $117,904-87.4% | $102,457-85.5% | $145,978-89.8% |
| Participation rate | 84.2% | 78.6%+5.6pp | 76.5%+7.7pp | 80.3%+3.9pp |
| Annual return | 9.33% | 31.80%-22.5pp | 29.41%-20.1pp | 550.52%-541.2pp |
| Employer contribution / active EE | $1,616 | $3,613-55.3% | $3,022-46.5% | $4,662-65.3% |
| Participant deferral / active EE | $2,288 | $5,733-60.1% | $5,054-54.7% | $6,690-65.8% |
| Admin fee / account holder | $131 | $13,329-99.0% | $9,451-98.6% | $13,400-99.0% |