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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 | $20,494 | $72,492-71.7% | $87,102-76.5% | $72,983-71.9% |
| Participation rate | 75.9% | 72.8%+3.1pp | 76.9%-1.0pp | 69.5%+6.4pp |
| Annual return | 23.81% | 24.46%-0.7pp | 28.19%-4.4pp | 81.01%-57.2pp |
| Employer contribution / active EE | $1,162 | $1,894-38.6% | $2,521-53.9% | $2,440-52.4% |
| Participant deferral / active EE | $3,426 | $3,270+4.8% | $4,048-15.4% | $3,608-5.0% |
| Admin fee / account holder | $215 | $5,055-95.8% | $7,491-97.1% | $5,124-95.8% |