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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 | $11,552 | $69,977-83.5% | $108,582-89.4% | $62,881-81.6% |
| Participation rate | 96.9% | 72.9%+24.0pp | 79.6%+17.3pp | 69.3%+27.6pp |
| Annual return | 7.79% | 10.73%-2.9pp | -51.70%+59.5pp | 20.14%-12.3pp |
| Employer contribution / active EE | $2,944 | $2,135+37.9% | $3,758-21.7% | $2,281+29.1% |
| Participant deferral / active EE | $2,858 | $3,165-9.7% | $4,311-33.7% | $3,203-10.8% |
| Admin fee / account holder | $105 | $5,076-97.9% | $7,645-98.6% | $4,296-97.6% |