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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 | $8,181 | $77,896-89.5% | $134,172-93.9% | $82,448-90.1% |
| Participation rate | 87.5% | 62.8%+24.7pp | 72.5%+15.0pp | 68.1%+19.4pp |
| Annual return | 22.09% | 18.21%+3.9pp | 25.30%-3.2pp | 41.64%-19.6pp |
| Employer contribution / active EE | $1,494 | $2,159-30.8% | $3,420-56.3% | $2,551-41.4% |
| Participant deferral / active EE | $1,923 | $3,162-39.2% | $4,690-59.0% | $4,139-53.5% |
| Admin fee / account holder | $204 | $6,336-96.8% | $12,016-98.3% | $7,234-97.2% |