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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 | $15,394 | $124,330-87.6% | $109,173-85.9% | $167,536-90.8% |
| Participation rate | 80.0% | 79.5%+0.5pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 20.49% | 26.04%-5.6pp | 25.75%-5.3pp | 478.82%-458.3pp |
| Employer contribution / active EE | $2,033 | $4,209-51.7% | $3,723-45.4% | $4,839-58.0% |
| Participant deferral / active EE | $3,566 | $5,256-32.2% | $4,654-23.4% | $6,342-43.8% |
| Admin fee / account holder | $48 | $7,974-99.4% | $6,755-99.3% | $12,315-99.6% |