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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 | $14,895 | $98,776-84.9% | $149,745-90.1% | $79,856-81.3% |
| Participation rate | 74.5% | 75.8%-1.2pp | 82.5%-7.9pp | 69.6%+4.9pp |
| Annual return | 35.71% | 27.38%+8.3pp | 276.72%-241.0pp | 31.71%+4.0pp |
| Employer contribution / active EE | $1,543 | $3,217-52.0% | $4,646-66.8% | $2,471-37.6% |
| Participant deferral / active EE | $4,795 | $5,681-15.6% | $6,843-29.9% | $3,741+28.2% |
| Admin fee / account holder | $152 | $6,053-97.5% | $9,312-98.4% | $5,306-97.1% |