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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 | $6,480 | $51,708-87.5% | $106,619-93.9% | $62,881-89.7% |
| Participation rate | 88.6% | 66.9%+21.7pp | 78.0%+10.6pp | 69.3%+19.3pp |
| Annual return | 12.86% | 4.69%+8.2pp | 9.42%+3.4pp | 20.14%-7.3pp |
| Employer contribution / active EE | $1,516 | $1,764-14.0% | $3,947-61.6% | $2,281-33.5% |
| Participant deferral / active EE | $2,560 | $2,315+10.5% | $3,930-34.9% | $3,203-20.1% |
| Admin fee / account holder | $168 | $3,349-95.0% | $6,418-97.4% | $4,296-96.1% |