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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 | $11,256 | $72,273-84.4% | $101,275-88.9% | $79,856-85.9% |
| Participation rate | 78.3% | 68.5%+9.8pp | 75.8%+2.5pp | 69.6%+8.6pp |
| Annual return | 19.55% | 22.30%-2.7pp | 46.48%-26.9pp | 31.71%-12.2pp |
| Employer contribution / active EE | $1,459 | $2,691-45.8% | $3,660-60.2% | $2,471-41.0% |
| Participant deferral / active EE | $2,229 | $3,282-32.1% | $4,371-49.0% | $3,741-40.4% |
| Admin fee / account holder | $299 | $4,401-93.2% | $5,948-95.0% | $5,306-94.4% |