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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 | $28,625 | $86,949-67.1% | $102,460-72.1% | $80,959-64.6% |
| Participation rate | 92.6% | 72.4%+20.2pp | 76.5%+16.1pp | 67.7%+24.9pp |
| Annual return | 14.95% | 18.89%-3.9pp | 29.47%-14.5pp | 35.67%-20.7pp |
| Employer contribution / active EE | $988 | $2,370-58.3% | $3,025-67.3% | $2,757-64.2% |
| Participant deferral / active EE | $6,116 | $4,121+48.4% | $5,056+21.0% | $4,300+42.2% |
| Admin fee / account holder | $94 | $8,048-98.8% | $9,460-99.0% | $6,925-98.6% |