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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 | $14,411 | $93,345-84.6% | $119,126-87.9% | $87,485-83.5% |
| Participation rate | 80.5% | 68.7%+11.7pp | 75.8%+4.7pp | 68.9%+11.6pp |
| Annual return | 16.36% | 19.08%-2.7pp | 282.11%-265.7pp | 26.06%-9.7pp |
| Employer contribution / active EE | $1,080 | $3,172-65.9% | $4,034-73.2% | $2,596-58.4% |
| Participant deferral / active EE | $3,347 | $4,099-18.4% | $5,318-37.1% | $4,274-21.7% |
| Admin fee / account holder | $252 | $8,039-96.9% | $10,693-97.6% | $7,775-96.8% |