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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 | $124,425-91.5% | $112,040-90.5% | $137,256-92.3% |
| Participation rate | 91.7% | 79.3%+12.4pp | 76.5%+15.2pp | 80.0%+11.7pp |
| Annual return | 15.77% | 24.72%-8.9pp | 24.52%-8.7pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,222 | $3,411-64.2% | $2,954-58.6% | $4,156-70.6% |
| Participant deferral / active EE | $2,041 | $5,718-64.3% | $5,098-60.0% | $6,407-68.1% |
| Admin fee / account holder | $155 | $15,207-99.0% | $12,098-98.7% | $12,270-98.7% |