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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 | $7,969 | $58,493-86.4% | $84,029-90.5% | $72,977-89.1% |
| Participation rate | 90.3% | 61.2%+29.1pp | 69.0%+21.3pp | 69.5%+20.8pp |
| Annual return | 26.64% | 28.93%-2.3pp | 71.32%-44.7pp | 81.02%-54.4pp |
| Employer contribution / active EE | $1,016 | $1,163-12.6% | $1,984-48.8% | $2,440-58.4% |
| Participant deferral / active EE | $2,017 | $2,394-15.7% | $3,239-37.7% | $3,608-44.1% |
| Admin fee / account holder | $149 | $4,569-96.7% | $6,102-97.6% | $5,124-97.1% |