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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 | $7,053 | $106,280-93.4% | $96,538-92.7% | $139,487-94.9% |
| Participation rate | 86.7% | 77.8%+8.8pp | 74.3%+12.3pp | 80.3%+6.3pp |
| Annual return | 27.50% | 38.48%-11.0pp | 35.74%-8.2pp | 373.84%-346.3pp |
| Employer contribution / active EE | $1,281 | $4,107-68.8% | $3,740-65.7% | $4,755-73.1% |
| Participant deferral / active EE | $3,071 | $5,457-43.7% | $4,880-37.1% | $6,713-54.2% |
| Admin fee / account holder | $175 | $7,888-97.8% | $6,737-97.4% | $11,407-98.5% |