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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 | $20,286 | $76,551-73.5% | $123,894-83.6% | $62,881-67.7% |
| Participation rate | 73.7% | 73.0%+0.7pp | 81.4%-7.7pp | 69.3%+4.4pp |
| Annual return | 11.34% | 18.68%-7.3pp | 47.52%-36.2pp | 20.14%-8.8pp |
| Employer contribution / active EE | $1,680 | $2,882-41.7% | $4,617-63.6% | $2,281-26.3% |
| Participant deferral / active EE | $5,318 | $4,840+9.9% | $5,984-11.1% | $3,203+66.0% |
| Admin fee / account holder | $71 | $4,826-98.5% | $8,357-99.1% | $4,296-98.3% |