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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 | $7,511 | $72,492-89.6% | $87,102-91.4% | $72,983-89.7% |
| Participation rate | 96.4% | 72.8%+23.6pp | 76.9%+19.5pp | 69.5%+26.9pp |
| Annual return | 23.17% | 24.46%-1.3pp | 28.19%-5.0pp | 81.01%-57.8pp |
| Employer contribution / active EE | $1,028 | $1,894-45.7% | $2,521-59.2% | $2,440-57.9% |
| Participant deferral / active EE | $2,509 | $3,270-23.3% | $4,048-38.0% | $3,608-30.4% |
| Admin fee / account holder | $208 | $5,055-95.9% | $7,491-97.2% | $5,124-95.9% |