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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 | $5,767 | $80,992-92.9% | $96,534-94.0% | $75,173-92.3% |
| Participation rate | 90.0% | 71.8%+18.2pp | 76.0%+14.0pp | 67.2%+22.8pp |
| Annual return | 23.38% | 27.05%-3.7pp | 25.88%-2.5pp | 160.72%-137.3pp |
| Employer contribution / active EE | $1,205 | $2,283-47.2% | $2,965-59.4% | $2,671-54.9% |
| Participant deferral / active EE | $2,559 | $3,929-34.9% | $4,851-47.2% | $4,126-38.0% |
| Admin fee / account holder | $44 | $6,717-99.3% | $8,253-99.5% | $5,651-99.2% |