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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 | $8,825 | $106,247-91.7% | $96,515-90.9% | $139,466-93.7% |
| Participation rate | 72.7% | 77.8%-5.1pp | 74.3%-1.6pp | 80.3%-7.6pp |
| Annual return | 40.07% | 38.47%+1.6pp | 35.73%+4.3pp | 373.66%-333.6pp |
| Employer contribution / active EE | $1,466 | $4,106-64.3% | $3,740-60.8% | $4,754-69.2% |
| Participant deferral / active EE | $2,190 | $5,456-59.9% | $4,880-55.1% | $6,712-67.4% |
| Admin fee / account holder | $172 | $7,885-97.8% | $6,735-97.4% | $11,409-98.5% |