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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 | $8,562 | $54,757-84.4% | $90,304-90.5% | $72,975-88.3% |
| Participation rate | 76.2% | 65.2%+11.0pp | 73.3%+2.9pp | 69.5%+6.7pp |
| Annual return | 40.61% | 30.63%+10.0pp | 78.13%-37.5pp | 81.01%-40.4pp |
| Employer contribution / active EE | $1,307 | $2,093-37.6% | $2,855-54.2% | $2,440-46.5% |
| Participant deferral / active EE | $3,262 | $2,887+13.0% | $3,885-16.0% | $3,608-9.6% |
| Admin fee / account holder | $266 | $3,973-93.3% | $5,354-95.0% | $5,124-94.8% |