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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 | $10,496 | $95,453-89.0% | $112,040-90.6% | $82,448-87.3% |
| Participation rate | 87.2% | 72.8%+14.5pp | 76.5%+10.7pp | 68.1%+19.2pp |
| Annual return | 20.75% | 23.92%-3.2pp | 24.52%-3.8pp | 41.64%-20.9pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,466 | $4,224-17.9% | $5,098-32.0% | $4,139-16.3% |
| Admin fee / account holder | $126 | $9,013-98.6% | $12,098-99.0% | $7,234-98.3% |