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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 | $17,857 | $81,457-78.1% | $103,378-82.7% | $80,911-77.9% |
| Participation rate | 90.0% | 66.8%+23.2pp | 74.5%+15.5pp | 67.6%+22.4pp |
| Annual return | 14.12% | 25.58%-11.5pp | 24.91%-10.8pp | 35.63%-21.5pp |
| Employer contribution / active EE | $1,227 | $3,107-60.5% | $3,870-68.3% | $2,756-55.5% |
| Participant deferral / active EE | $4,008 | $3,871+3.6% | $5,058-20.7% | $4,297-6.7% |
| Admin fee / account holder | $46 | $6,717-99.3% | $8,401-99.5% | $6,935-99.3% |