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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 | $20,049 | $106,749-81.2% | $145,433-86.2% | $82,448-75.7% |
| Participation rate | 75.0% | 75.6%-0.6pp | 82.1%-7.1pp | 68.1%+6.9pp |
| Annual return | 24.70% | 27.59%-2.9pp | 66.58%-41.9pp | 41.64%-16.9pp |
| Employer contribution / active EE | $1,424 | $3,444-58.6% | $4,554-68.7% | $2,551-44.2% |
| Participant deferral / active EE | $3,573 | $6,519-45.2% | $7,897-54.8% | $4,139-13.7% |
| Admin fee / account holder | $212 | $8,390-97.5% | $13,129-98.4% | $7,234-97.1% |