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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 | $17,721 | $86,919-79.6% | $102,457-82.7% | $80,911-78.1% |
| Participation rate | 70.4% | 72.4%-2.0pp | 76.5%-6.1pp | 67.6%+2.7pp |
| Annual return | 19.33% | 18.90%+0.4pp | 29.41%-10.1pp | 35.63%-16.3pp |
| Employer contribution / active EE | $1,284 | $2,368-45.8% | $3,022-57.5% | $2,756-53.4% |
| Participant deferral / active EE | $3,776 | $4,119-8.3% | $5,054-25.3% | $4,297-12.1% |
| Admin fee / account holder | $285 | $8,049-96.5% | $9,451-97.0% | $6,935-95.9% |