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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 | $23,520 | $106,524-77.9% | $152,301-84.6% | $87,485-73.1% |
| Participation rate | 84.0% | 75.8%+8.2pp | 82.4%+1.6pp | 68.9%+15.1pp |
| Annual return | 22.69% | 26.89%-4.2pp | 80.50%-57.8pp | 26.06%-3.4pp |
| Employer contribution / active EE | $1,620 | $3,371-52.0% | $4,624-65.0% | $2,596-37.6% |
| Participant deferral / active EE | $2,775 | $6,525-57.5% | $8,004-65.3% | $4,274-35.1% |
| Admin fee / account holder | $281 | $8,287-96.6% | $14,398-98.0% | $7,775-96.4% |