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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 | $10,262 | $81,504-87.4% | $102,437-90.0% | $80,959-87.3% |
| Participation rate | 96.4% | 66.9%+29.6pp | 74.5%+21.9pp | 67.7%+28.8pp |
| Annual return | 15.97% | 25.60%-9.6pp | 24.95%-9.0pp | 35.67%-19.7pp |
| Employer contribution / active EE | $1,378 | $3,104-55.6% | $3,871-64.4% | $2,757-50.0% |
| Participant deferral / active EE | $2,186 | $3,871-43.5% | $5,060-56.8% | $4,300-49.2% |
| Admin fee / account holder | $283 | $6,719-95.8% | $8,388-96.6% | $6,925-95.9% |