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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 | $14,276 | $110,212-87.0% | $96,534-85.2% | $139,466-89.8% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 22.12% | 26.42%-4.3pp | 25.88%-3.8pp | 373.66%-351.5pp |
| Employer contribution / active EE | $1,074 | $3,620-70.3% | $2,965-63.8% | $4,754-77.4% |
| Participant deferral / active EE | $2,895 | $5,547-47.8% | $4,851-40.3% | $6,712-56.9% |
| Admin fee / account holder | $47 | $11,599-99.6% | $8,253-99.4% | $11,409-99.6% |