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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 | $13,127 | $114,712-88.6% | $173,730-92.4% | $87,485-85.0% |
| Participation rate | 79.2% | 73.0%+6.2pp | 79.6%-0.4pp | 68.9%+10.2pp |
| Annual return | 33.27% | 20.18%+13.1pp | 19.96%+13.3pp | 26.06%+7.2pp |
| Employer contribution / active EE | $1,057 | $2,904-63.6% | $4,577-76.9% | $2,596-59.3% |
| Participant deferral / active EE | $4,911 | $4,642+5.8% | $6,326-22.4% | $4,274+14.9% |
| Admin fee / account holder | $87 | $10,210-99.2% | $17,523-99.5% | $7,775-98.9% |