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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 | $11,493 | $76,551-85.0% | $123,894-90.7% | $62,881-81.7% |
| Participation rate | 77.3% | 73.0%+4.3pp | 81.4%-4.1pp | 69.3%+8.0pp |
| Annual return | 14.15% | 18.68%-4.5pp | 47.52%-33.4pp | 20.14%-6.0pp |
| Employer contribution / active EE | $2,331 | $2,882-19.1% | $4,617-49.5% | $2,281+2.2% |
| Participant deferral / active EE | $3,994 | $4,840-17.5% | $5,984-33.3% | $3,203+24.7% |
| Admin fee / account holder | $151 | $4,826-96.9% | $8,357-98.2% | $4,296-96.5% |