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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 | $9,835 | $112,729-91.3% | $98,716-90.0% | $137,256-92.8% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.3%+16.4pp | 80.0%+5.8pp |
| Annual return | 17.28% | 38.48%-21.2pp | 31.81%-14.5pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,271 | $2,725-53.4% | $2,279-44.2% | $4,156-69.4% |
| Participant deferral / active EE | $1,803 | $4,640-61.1% | $4,048-55.5% | $6,407-71.9% |
| Admin fee / account holder | $174 | $10,129-98.3% | $8,703-98.0% | $12,270-98.6% |