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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 | $14,849 | $93,617-84.1% | $135,982-89.1% | $75,177-80.2% |
| Participation rate | 96.8% | 75.2%+21.6pp | 81.9%+14.9pp | 67.2%+29.6pp |
| Annual return | 43.89% | 30.89%+13.0pp | 68.32%-24.4pp | 160.75%-116.9pp |
| Employer contribution / active EE | $2,328 | $3,538-34.2% | $4,859-52.1% | $2,671-12.8% |
| Participant deferral / active EE | $3,438 | $6,406-46.3% | $7,760-55.7% | $4,126-16.7% |
| Admin fee / account holder | $62 | $6,980-99.1% | $10,767-99.4% | $5,651-98.9% |