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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 | $6,456 | $105,623-93.9% | $87,502-92.6% | $273,972-97.6% |
| Participation rate | 87.0% | 78.2%+8.8pp | 73.8%+13.1pp | 83.0%+3.9pp |
| Annual return | 16.94% | 12.26%+4.7pp | 12.21%+4.7pp | 41.46%-24.5pp |
| Employer contribution / active EE | $1,476 | $3,141-53.0% | $2,550-42.1% | $4,869-69.7% |
| Participant deferral / active EE | $2,297 | $3,601-36.2% | $3,149-27.0% | $5,287-56.5% |
| Admin fee / account holder | $159 | $4,781-96.7% | $4,221-96.2% | $10,133-98.4% |