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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 | $15,540 | $99,345-84.4% | $84,753-81.7% | $273,972-94.3% |
| Participation rate | 78.3% | 80.7%-2.4pp | 76.6%+1.7pp | 83.0%-4.8pp |
| Annual return | 15.40% | 22.93%-7.5pp | 22.78%-7.4pp | 41.46%-26.1pp |
| Employer contribution / active EE | $1,547 | $4,214-63.3% | $3,574-56.7% | $4,869-68.2% |
| Participant deferral / active EE | $4,658 | $4,270+9.1% | $3,712+25.5% | $5,287-11.9% |
| Admin fee / account holder | $20 | $6,645-99.7% | $5,333-99.6% | $10,133-99.8% |