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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 | $8,187 | $96,731-91.5% | $123,973-93.4% | $86,983-90.6% |
| Participation rate | 82.8% | 70.0%+12.7pp | 76.7%+6.1pp | 69.5%+13.2pp |
| Annual return | 13.68% | 17.33%-3.6pp | 388.13%-374.4pp | 25.83%-12.2pp |
| Employer contribution / active EE | $1,290 | $3,297-60.9% | $4,126-68.7% | $2,584-50.1% |
| Participant deferral / active EE | $3,408 | $4,152-17.9% | $5,247-35.0% | $4,194-18.7% |
| Admin fee / account holder | $94 | $8,722-98.9% | $11,799-99.2% | $7,856-98.8% |