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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 | $8,912 | $81,487-89.1% | $102,412-91.3% | $80,935-89.0% |
| Participation rate | 88.9% | 66.8%+22.0pp | 74.5%+14.4pp | 67.7%+21.2pp |
| Annual return | 11.17% | 25.60%-14.4pp | 24.94%-13.8pp | 35.66%-24.5pp |
| Employer contribution / active EE | $1,167 | $3,103-62.4% | $3,870-69.8% | $2,757-57.7% |
| Participant deferral / active EE | $2,939 | $3,871-24.1% | $5,060-41.9% | $4,299-31.7% |
| Admin fee / account holder | $204 | $6,717-97.0% | $8,388-97.6% | $6,924-97.1% |