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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 | $15,558 | $118,496-86.9% | $98,461-84.2% | $139,466-88.8% |
| Participation rate | 70.6% | 77.5%-6.9pp | 75.2%-4.6pp | 80.3%-9.7pp |
| Annual return | 21.34% | 18.96%+2.4pp | 21.17%+0.2pp | 373.66%-352.3pp |
| Employer contribution / active EE | $1,755 | $3,611-51.4% | $3,049-42.4% | $4,754-63.1% |
| Participant deferral / active EE | $3,670 | $5,393-31.9% | $4,738-22.5% | $6,712-45.3% |
| Admin fee / account holder | $84 | $14,056-99.4% | $8,961-99.1% | $11,409-99.3% |