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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 | $9,562 | $72,027-86.7% | $185,861-94.9% | $79,856-88.0% |
| Participation rate | 96.3% | 65.8%+30.5pp | 78.0%+18.3pp | 69.6%+26.7pp |
| Annual return | 23.59% | 23.13%+0.5pp | 35.96%-12.4pp | 31.71%-8.1pp |
| Employer contribution / active EE | $1,015 | $1,965-48.4% | $4,088-75.2% | $2,471-58.9% |
| Participant deferral / active EE | $1,647 | $3,780-56.4% | $5,634-70.8% | $3,741-56.0% |
| Admin fee / account holder | $131 | $4,513-97.1% | $9,503-98.6% | $5,306-97.5% |