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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 | $11,583 | $73,988-84.3% | $96,538-88.0% | $75,177-84.6% |
| Participation rate | 88.6% | 66.4%+22.1pp | 74.3%+14.2pp | 67.2%+21.4pp |
| Annual return | 21.94% | 26.73%-4.8pp | 35.74%-13.8pp | 160.75%-138.8pp |
| Employer contribution / active EE | $1,599 | $2,930-45.4% | $3,740-57.3% | $2,671-40.1% |
| Participant deferral / active EE | $2,245 | $3,660-38.7% | $4,880-54.0% | $4,126-45.6% |
| Admin fee / account holder | $42 | $5,220-99.2% | $6,737-99.4% | $5,651-99.3% |