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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 | $18,175 | $76,551-76.3% | $123,894-85.3% | $62,881-71.1% |
| Participation rate | 78.4% | 73.0%+5.4pp | 81.4%-3.0pp | 69.3%+9.1pp |
| Annual return | 10.39% | 18.68%-8.3pp | 47.52%-37.1pp | 20.14%-9.8pp |
| Employer contribution / active EE | $1,295 | $2,882-55.1% | $4,617-72.0% | $2,281-43.2% |
| Participant deferral / active EE | $3,393 | $4,840-29.9% | $5,984-43.3% | $3,203+5.9% |
| Admin fee / account holder | $147 | $4,826-97.0% | $8,357-98.2% | $4,296-96.6% |