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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 | $10,829 | $72,273-85.0% | $101,275-89.3% | $79,856-86.4% |
| Participation rate | 96.4% | 68.5%+27.9pp | 75.8%+20.6pp | 69.6%+26.7pp |
| Annual return | 21.19% | 22.30%-1.1pp | 46.48%-25.3pp | 31.71%-10.5pp |
| Employer contribution / active EE | $2,607 | $2,691-3.1% | $3,660-28.8% | $2,471+5.5% |
| Participant deferral / active EE | $1,743 | $3,282-46.9% | $4,371-60.1% | $3,741-53.4% |
| Admin fee / account holder | $232 | $4,401-94.7% | $5,948-96.1% | $5,306-95.6% |