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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 | $8,119 | $78,690-89.7% | $161,489-95.0% | $87,485-90.7% |
| Participation rate | 71.1% | 67.5%+3.6pp | 78.7%-7.6pp | 68.9%+2.2pp |
| Annual return | 34.83% | 32.74%+2.1pp | 89.72%-54.9pp | 26.06%+8.8pp |
| Employer contribution / active EE | $683 | $2,588-73.6% | $4,268-84.0% | $2,596-73.7% |
| Participant deferral / active EE | $2,490 | $3,311-24.8% | $5,630-55.8% | $4,274-41.7% |
| Admin fee / account holder | $19 | $6,724-99.7% | $16,006-99.9% | $7,775-99.8% |