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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 | $15,821 | $56,894-72.2% | $84,753-81.3% | $62,881-74.8% |
| Participation rate | 83.9% | 68.5%+15.3pp | 76.6%+7.3pp | 69.3%+14.6pp |
| Annual return | 10.47% | 6.30%+4.2pp | 22.78%-12.3pp | 20.14%-9.7pp |
| Employer contribution / active EE | $2,229 | $2,400-7.1% | $3,574-37.6% | $2,281-2.3% |
| Participant deferral / active EE | $3,454 | $2,709+27.5% | $3,712-7.0% | $3,203+7.8% |
| Admin fee / account holder | $111 | $3,581-96.9% | $5,333-97.9% | $4,296-97.4% |