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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 | $88,672-90.8% | $105,223-92.2% | $82,448-90.1% |
| Participation rate | 82.8% | 67.9%+14.8pp | 75.0%+7.7pp | 68.1%+14.7pp |
| Annual return | 13.68% | 30.86%-17.2pp | 180.65%-167.0pp | 41.64%-28.0pp |
| Employer contribution / active EE | $1,290 | $3,048-57.7% | $3,689-65.0% | $2,551-49.4% |
| Participant deferral / active EE | $3,408 | $4,036-15.6% | $5,072-32.8% | $4,139-17.7% |
| Admin fee / account holder | $94 | $7,146-98.7% | $8,859-98.9% | $7,234-98.7% |