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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 | $20,140 | $76,550-73.7% | $123,894-83.7% | $62,881-68.0% |
| Participation rate | 77.8% | 73.0%+4.8pp | 81.4%-3.6pp | 69.3%+8.5pp |
| Annual return | 9.15% | 18.67%-9.5pp | 47.52%-38.4pp | 20.14%-11.0pp |
| Employer contribution / active EE | $2,013 | $2,882-30.2% | $4,617-56.4% | $2,281-11.8% |
| Participant deferral / active EE | $3,481 | $4,840-28.1% | $5,984-41.8% | $3,203+8.7% |
| Admin fee / account holder | $197 | $4,826-95.9% | $8,357-97.6% | $4,296-95.4% |