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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 | $18,618 | $94,015-80.2% | $99,460-81.3% | $94,015-80.2% |
| Participation rate | 79.3% | 70.8%+8.5pp | 78.6%+0.8pp | 70.8%+8.5pp |
| Annual return | 32.76% | 17.84%+14.9pp | 11.98%+20.8pp | 17.84%+14.9pp |
| Employer contribution / active EE | $1,210 | $2,790-56.6% | $6,049-80.0% | $2,790-56.6% |
| Participant deferral / active EE | $4,486 | $4,249+5.6% | $5,995-25.2% | $4,249+5.6% |
| Admin fee / account holder | $90 | $8,951-99.0% | $18,725-99.5% | $8,951-99.0% |