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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 | $15,940 | $181,896-91.2% | $156,551-89.8% | $273,972-94.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.09% | 30.74%-27.7pp | 32.23%-29.1pp | 41.46%-38.4pp |
| Employer contribution / active EE | $1,961 | $6,248-68.6% | $5,501-64.4% | $4,869-59.7% |
| Participant deferral / active EE | $7,758 | $5,550+39.8% | $4,871+59.3% | $5,287+46.7% |
| Admin fee / account holder | $73 | $15,560-99.5% | $13,028-99.4% | $10,133-99.3% |