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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 | $8,410 | $153,769-94.5% | $133,975-93.7% | $273,972-96.9% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.1%+0.4pp | 83.0%+4.5pp |
| Annual return | 15.19% | 36.51%-21.3pp | 29.29%-14.1pp | 41.46%-26.3pp |
| Employer contribution / active EE | $1,451 | $6,029-75.9% | $5,211-72.2% | $4,869-70.2% |
| Participant deferral / active EE | $3,162 | $6,958-54.6% | $6,282-49.7% | $5,287-40.2% |
| Admin fee / account holder | $196 | $11,765-98.3% | $9,324-97.9% | $10,133-98.1% |