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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 | $11,016 | $51,708-78.7% | $106,619-89.7% | $62,881-82.5% |
| Participation rate | 87.5% | 66.9%+20.6pp | 78.0%+9.5pp | 69.3%+18.2pp |
| Annual return | 12.19% | 4.69%+7.5pp | 9.42%+2.8pp | 20.14%-8.0pp |
| Employer contribution / active EE | $1,553 | $1,764-11.9% | $3,947-60.6% | $2,281-31.9% |
| Participant deferral / active EE | $2,158 | $2,315-6.8% | $3,930-45.1% | $3,203-32.6% |
| Admin fee / account holder | $33 | $3,349-99.0% | $6,418-99.5% | $4,296-99.2% |