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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 | $20,055 | $83,485-76.0% | $125,195-84.0% | $72,976-72.5% |
| Participation rate | 86.2% | 73.3%+12.9pp | 79.8%+6.4pp | 69.5%+16.7pp |
| Annual return | 0.00% | 25.77%-25.8pp | 43.79%-43.8pp | 81.02%-81.0pp |
| Employer contribution / active EE | $2,581 | $2,346+10.0% | $3,866-33.2% | $2,440+5.8% |
| Participant deferral / active EE | $5,057 | $3,586+41.0% | $4,937+2.4% | $3,608+40.2% |
| Admin fee / account holder | $148 | $5,518-97.3% | $9,704-98.5% | $5,124-97.1% |