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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 | $14,831 | $215,361-93.1% | $171,082-91.3% | $273,972-94.6% |
| Participation rate | 81.3% | 82.0%-0.8pp | 76.7%+4.6pp | 83.0%-1.8pp |
| Annual return | 6.75% | 25.14%-18.4pp | 32.56%-25.8pp | 41.46%-34.7pp |
| Employer contribution / active EE | $1,537 | $4,967-69.1% | $4,002-61.6% | $4,869-68.4% |
| Participant deferral / active EE | $2,643 | $5,543-52.3% | $4,797-44.9% | $5,287-50.0% |
| Admin fee / account holder | $45 | $10,846-99.6% | $8,520-99.5% | $10,133-99.6% |