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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 | $10,631 | $136,860-92.2% | $120,344-91.2% | $154,746-93.1% |
| Participation rate | 91.7% | 79.9%+11.8pp | 76.7%+15.0pp | 80.7%+11.0pp |
| Annual return | 15.77% | 21.38%-5.6pp | 20.30%-4.5pp | 172.34%-156.6pp |
| Employer contribution / active EE | $1,222 | $3,533-65.4% | $3,020-59.5% | $4,379-72.1% |
| Participant deferral / active EE | $2,041 | $5,793-64.8% | $5,135-60.3% | $6,730-69.7% |
| Admin fee / account holder | $155 | $15,393-99.0% | $12,742-98.8% | $14,365-98.9% |