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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 | $10,300 | $73,978-86.1% | $96,515-89.3% | $75,173-86.3% |
| Participation rate | 91.1% | 66.4%+24.7pp | 74.3%+16.8pp | 67.2%+23.9pp |
| Annual return | 23.80% | 26.72%-2.9pp | 35.73%-11.9pp | 160.72%-136.9pp |
| Employer contribution / active EE | $1,595 | $2,931-45.6% | $3,740-57.3% | $2,671-40.3% |
| Participant deferral / active EE | $2,486 | $3,660-32.1% | $4,880-49.1% | $4,126-39.8% |
| Admin fee / account holder | $250 | $5,219-95.2% | $6,735-96.3% | $5,651-95.6% |