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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 | $8,478 | $57,828-85.3% | $117,039-92.8% | $70,124-87.9% |
| Participation rate | 92.7% | 67.1%+25.6pp | 77.2%+15.5pp | 69.5%+23.1pp |
| Annual return | 17.25% | 17.55%-0.3pp | 18.95%-1.7pp | 73.14%-55.9pp |
| Employer contribution / active EE | $691 | $1,816-61.9% | $3,785-81.7% | $2,342-70.5% |
| Participant deferral / active EE | $2,095 | $2,438-14.1% | $3,929-46.7% | $3,332-37.1% |
| Admin fee / account holder | $212 | $3,548-94.0% | $5,974-96.5% | $4,645-95.4% |