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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 | $17,375 | $88,707-80.4% | $74,184-76.6% | $273,972-93.7% |
| Participation rate | 90.0% | 79.4%+10.6pp | 76.6%+13.4pp | 83.0%+7.0pp |
| Annual return | 7.48% | 11.94%-4.5pp | 17.74%-10.3pp | 41.46%-34.0pp |
| Employer contribution / active EE | $1,585 | $3,159-49.8% | $2,370-33.1% | $4,869-67.4% |
| Participant deferral / active EE | $1,990 | $4,212-52.7% | $3,550-43.9% | $5,287-62.4% |
| Admin fee / account holder | $13 | $8,717-99.9% | $5,586-99.8% | $10,133-99.9% |