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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 | $24,442 | $67,606-63.8% | $82,313-70.3% | $70,124-65.1% |
| Participation rate | 82.6% | 72.8%+9.8pp | 76.9%+5.7pp | 69.5%+13.1pp |
| Annual return | 20.75% | 21.57%-0.8pp | 25.88%-5.1pp | 73.14%-52.4pp |
| Employer contribution / active EE | $794 | $1,755-54.8% | $2,428-67.3% | $2,342-66.1% |
| Participant deferral / active EE | $1,363 | $2,987-54.4% | $3,706-63.2% | $3,332-59.1% |
| Admin fee / account holder | $165 | $4,512-96.3% | $5,608-97.1% | $4,645-96.4% |