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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 | $9,533 | $117,904-91.9% | $102,457-90.7% | $145,978-93.5% |
| Participation rate | 73.3% | 78.6%-5.3pp | 76.5%-3.2pp | 80.3%-7.0pp |
| Annual return | 18.59% | 31.80%-13.2pp | 29.41%-10.8pp | 550.52%-531.9pp |
| Employer contribution / active EE | $1,241 | $3,613-65.7% | $3,022-58.9% | $4,662-73.4% |
| Participant deferral / active EE | $2,336 | $5,733-59.3% | $5,054-53.8% | $6,690-65.1% |
| Admin fee / account holder | $240 | $13,329-98.2% | $9,451-97.5% | $13,400-98.2% |