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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 | $14,959 | $65,367-77.1% | $92,915-83.9% | $72,976-79.5% |
| Participation rate | 85.3% | 68.3%+17.0pp | 76.0%+9.3pp | 69.5%+15.8pp |
| Annual return | 24.10% | 42.11%-18.0pp | 109.45%-85.3pp | 81.02%-56.9pp |
| Employer contribution / active EE | $941 | $2,594-63.7% | $3,653-74.2% | $2,440-61.4% |
| Participant deferral / active EE | $1,688 | $3,128-46.0% | $4,238-60.2% | $3,608-53.2% |
| Admin fee / account holder | $139 | $4,251-96.7% | $5,796-97.6% | $5,124-97.3% |