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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 | $4,885 | $73,787-93.4% | $98,716-95.1% | $82,448-94.1% |
| Participation rate | 96.4% | 61.4%+35.0pp | 69.3%+27.1pp | 68.1%+28.4pp |
| Annual return | 22.49% | 18.57%+3.9pp | 31.81%-9.3pp | 41.64%-19.1pp |
| Employer contribution / active EE | $1,178 | $1,511-22.1% | $2,279-48.3% | $2,551-53.8% |
| Participant deferral / active EE | $2,240 | $3,081-27.3% | $4,048-44.7% | $4,139-45.9% |
| Admin fee / account holder | $222 | $6,500-96.6% | $8,703-97.4% | $7,234-96.9% |