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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 | $15,734 | $99,875-84.2% | $146,866-89.3% | $86,983-81.9% |
| Participation rate | 94.1% | 75.8%+18.3pp | 82.5%+11.6pp | 69.5%+24.6pp |
| Annual return | 15.77% | 28.10%-12.3pp | 102.85%-87.1pp | 25.83%-10.1pp |
| Employer contribution / active EE | $348 | $3,224-89.2% | $4,425-92.1% | $2,584-86.5% |
| Participant deferral / active EE | $3,057 | $6,322-51.6% | $7,759-60.6% | $4,194-27.1% |
| Admin fee / account holder | $243 | $7,838-96.9% | $13,620-98.2% | $7,856-96.9% |