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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 | $20,722 | $142,426-85.5% | $115,167-82.0% | $152,909-86.4% |
| Participation rate | 87.5% | 82.4%+5.1pp | 75.9%+11.6pp | 82.5%+5.0pp |
| Annual return | 23.02% | 41.48%-18.5pp | 35.60%-12.6pp | 345.46%-322.4pp |
| Employer contribution / active EE | $1,915 | $4,011-52.2% | $3,179-39.8% | $4,764-59.8% |
| Participant deferral / active EE | $3,063 | $5,165-40.7% | $4,169-26.5% | $5,851-47.7% |
| Admin fee / account holder | $11 | $8,464-99.9% | $7,089-99.9% | $11,601-99.9% |