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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 | $13,706 | $64,517-78.8% | $81,438-83.2% | $80,874-83.1% |
| Participation rate | 85.7% | 63.9%+21.8pp | 69.5%+16.2pp | 67.6%+18.1pp |
| Annual return | 14.00% | 16.35%-2.3pp | 24.74%-10.7pp | 35.62%-21.6pp |
| Employer contribution / active EE | $3,630 | $1,982+83.1% | $2,460+47.5% | $2,756+31.7% |
| Participant deferral / active EE | $1,118 | $3,096-63.9% | $3,883-71.2% | $4,297-74.0% |
| Admin fee / account holder | $71 | $5,677-98.7% | $5,764-98.8% | $6,935-99.0% |