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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 | $7,896 | $39,132-79.8% | $57,196-86.2% | $62,881-87.4% |
| Participation rate | 88.5% | 70.5%+18.0pp | 75.3%+13.1pp | 69.3%+19.2pp |
| Annual return | 8.34% | 9.24%-0.9pp | 14.59%-6.3pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,714 | $1,874-8.5% | $2,683-36.1% | $2,281-24.8% |
| Participant deferral / active EE | $2,460 | $2,374+3.6% | $3,096-20.6% | $3,203-23.2% |
| Admin fee / account holder | $8 | $2,594-99.7% | $3,141-99.8% | $4,296-99.8% |