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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 | $7,625 | $161,352-95.3% | $134,172-94.3% | $137,256-94.4% |
| Participation rate | 90.0% | 78.3%+11.7pp | 72.5%+17.5pp | 80.0%+10.0pp |
| Annual return | 26.31% | 28.72%-2.4pp | 25.30%+1.0pp | 220.34%-194.0pp |
| Employer contribution / active EE | $1,429 | $4,099-65.1% | $3,420-58.2% | $4,156-65.6% |
| Participant deferral / active EE | $2,335 | $5,552-57.9% | $4,690-50.2% | $6,407-63.6% |
| Admin fee / account holder | $73 | $15,028-99.5% | $12,016-99.4% | $12,270-99.4% |