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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 | $12,680 | $50,947-75.1% | $74,551-83.0% | $64,173-80.2% |
| Participation rate | 90.0% | 61.1%+28.9pp | 69.1%+20.9pp | 69.6%+20.4pp |
| Annual return | 15.11% | -1.85%+17.0pp | 32.53%-17.4pp | 7.63%+7.5pp |
| Employer contribution / active EE | $3,237 | $1,115+190.2% | $1,961+65.1% | $2,381+36.0% |
| Participant deferral / active EE | $2,323 | $2,302+0.9% | $3,108-25.3% | $3,470-33.0% |
| Admin fee / account holder | $82 | $4,221-98.1% | $5,059-98.4% | $4,887-98.3% |