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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 | $12,693 | $76,551-83.4% | $123,894-89.8% | $62,881-79.8% |
| Participation rate | 70.4% | 73.0%-2.6pp | 81.4%-11.0pp | 69.3%+1.1pp |
| Annual return | 17.42% | 18.68%-1.3pp | 47.52%-30.1pp | 20.14%-2.7pp |
| Employer contribution / active EE | $2,193 | $2,882-23.9% | $4,617-52.5% | $2,281-3.8% |
| Participant deferral / active EE | $5,003 | $4,840+3.4% | $5,984-16.4% | $3,203+56.2% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |