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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 | $19,943 | $60,349-67.0% | $74,184-73.1% | $62,881-68.3% |
| Participation rate | 84.4% | 72.7%+11.6pp | 76.6%+7.8pp | 69.3%+15.1pp |
| Annual return | 9.07% | 21.38%-12.3pp | 17.74%-8.7pp | 20.14%-11.1pp |
| Employer contribution / active EE | $473 | $1,680-71.8% | $2,370-80.0% | $2,281-79.3% |
| Participant deferral / active EE | $2,051 | $2,856-28.2% | $3,550-42.2% | $3,203-36.0% |
| Admin fee / account holder | $179 | $4,261-95.8% | $5,586-96.8% | $4,296-95.8% |