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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 | $19,501 | $98,760-80.3% | $149,715-87.0% | $79,858-75.6% |
| Participation rate | 70.3% | 75.8%-5.5pp | 82.5%-12.2pp | 69.6%+0.6pp |
| Annual return | 22.67% | 27.43%-4.8pp | 276.66%-254.0pp | 31.72%-9.0pp |
| Employer contribution / active EE | $1,343 | $3,217-58.3% | $4,645-71.1% | $2,471-45.7% |
| Participant deferral / active EE | $2,661 | $5,681-53.2% | $6,842-61.1% | $3,740-28.9% |
| Admin fee / account holder | $160 | $6,053-97.4% | $9,310-98.3% | $5,306-97.0% |