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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 | $9,766 | $53,128-81.6% | $86,581-88.7% | $70,124-86.1% |
| Participation rate | 92.7% | 65.3%+27.4pp | 73.5%+19.1pp | 69.5%+23.1pp |
| Annual return | 25.80% | 27.66%-1.9pp | 965.06%-939.3pp | 73.14%-47.3pp |
| Employer contribution / active EE | $1,420 | $2,068-31.3% | $2,840-50.0% | $2,342-39.4% |
| Participant deferral / active EE | $2,352 | $2,695-12.7% | $3,609-34.8% | $3,332-29.4% |
| Admin fee / account holder | $131 | $3,584-96.3% | $4,904-97.3% | $4,645-97.2% |