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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 | $18,446 | $110,212-83.3% | $96,534-80.9% | $139,466-86.8% |
| Participation rate | 81.0% | 78.1%+2.8pp | 76.0%+5.0pp | 80.3%+0.6pp |
| Annual return | 20.41% | 26.42%-6.0pp | 25.88%-5.5pp | 373.66%-353.3pp |
| Employer contribution / active EE | $1,354 | $3,620-62.6% | $2,965-54.3% | $4,754-71.5% |
| Participant deferral / active EE | $2,090 | $5,547-62.3% | $4,851-56.9% | $6,712-68.9% |
| Admin fee / account holder | $3 | $11,599-100.0% | $8,253-100.0% | $11,409-100.0% |