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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 | $18,904 | $73,988-74.5% | $96,538-80.4% | $75,177-74.9% |
| Participation rate | 85.4% | 66.4%+18.9pp | 74.3%+11.0pp | 67.2%+18.2pp |
| Annual return | 17.56% | 26.73%-9.2pp | 35.74%-18.2pp | 160.75%-143.2pp |
| Employer contribution / active EE | $1,501 | $2,930-48.8% | $3,740-59.9% | $2,671-43.8% |
| Participant deferral / active EE | $3,634 | $3,660-0.7% | $4,880-25.5% | $4,126-11.9% |
| Admin fee / account holder | $148 | $5,220-97.2% | $6,737-97.8% | $5,651-97.4% |