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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 | $9,416 | $117,829-92.0% | $102,423-90.8% | $145,877-93.5% |
| Participation rate | 70.0% | 78.6%-8.6pp | 76.5%-6.5pp | 80.3%-10.3pp |
| Annual return | 16.02% | 31.83%-15.8pp | 29.42%-13.4pp | 551.28%-535.3pp |
| Employer contribution / active EE | $1,021 | $3,615-71.8% | $3,023-66.2% | $4,663-78.1% |
| Participant deferral / active EE | $2,261 | $5,732-60.6% | $5,054-55.3% | $6,691-66.2% |
| Admin fee / account holder | $194 | $13,335-98.5% | $9,455-97.9% | $13,402-98.6% |