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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 | $6,582 | $58,828-88.8% | $78,002-91.6% | $62,881-89.5% |
| Participation rate | 75.0% | 71.1%+3.9pp | 75.5%-0.5pp | 69.3%+5.7pp |
| Annual return | 14.13% | 17.16%-3.0pp | 425.99%-411.9pp | 20.14%-6.0pp |
| Employer contribution / active EE | $1,312 | $1,672-21.5% | $2,470-46.9% | $2,281-42.5% |
| Participant deferral / active EE | $2,692 | $2,686+0.2% | $3,497-23.0% | $3,203-16.0% |
| Admin fee / account holder | $299 | $4,393-93.2% | $5,481-94.6% | $4,296-93.0% |