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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 | $9,530 | $112,729-91.5% | $98,716-90.3% | $137,256-93.1% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.3%+5.7pp | 80.0%-5.0pp |
| Annual return | 29.10% | 38.48%-9.4pp | 31.81%-2.7pp | 220.34%-191.2pp |
| Employer contribution / active EE | $1,032 | $2,725-62.1% | $2,279-54.7% | $4,156-75.2% |
| Participant deferral / active EE | $2,466 | $4,640-46.9% | $4,048-39.1% | $6,407-61.5% |
| Admin fee / account holder | $107 | $10,129-98.9% | $8,703-98.8% | $12,270-99.1% |