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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 | $18,325 | $165,381-88.9% | $149,730-87.8% | $158,966-88.5% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 15.19% | 348.29%-333.1pp | 276.70%-261.5pp | 302.95%-287.8pp |
| Employer contribution / active EE | $1,906 | $5,104-62.7% | $4,645-59.0% | $4,762-60.0% |
| Participant deferral / active EE | $3,232 | $7,182-55.0% | $6,843-52.8% | $5,983-46.0% |
| Admin fee / account holder | $180 | $10,809-98.3% | $9,310-98.1% | $11,250-98.4% |