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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 | $18,584 | $72,272-74.3% | $101,264-81.6% | $79,858-76.7% |
| Participation rate | 90.0% | 68.5%+21.5pp | 75.8%+14.2pp | 69.6%+20.4pp |
| Annual return | 19.46% | 22.30%-2.8pp | 46.48%-27.0pp | 31.72%-12.3pp |
| Employer contribution / active EE | $1,814 | $2,692-32.6% | $3,660-50.4% | $2,471-26.6% |
| Participant deferral / active EE | $2,401 | $3,282-26.8% | $4,370-45.1% | $3,740-35.8% |
| Admin fee / account holder | $36 | $4,401-99.2% | $5,947-99.4% | $5,306-99.3% |