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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 | $19,385 | $199,109-90.3% | $173,730-88.8% | $154,746-87.5% |
| Participation rate | 94.1% | 82.8%+11.3pp | 79.6%+14.5pp | 80.7%+13.4pp |
| Annual return | 10.34% | 20.02%-9.7pp | 19.96%-9.6pp | 172.34%-162.0pp |
| Employer contribution / active EE | $1,306 | $5,311-75.4% | $4,577-71.5% | $4,379-70.2% |
| Participant deferral / active EE | $7,052 | $7,113-0.8% | $6,326+11.5% | $6,730+4.8% |
| Admin fee / account holder | $216 | $20,916-99.0% | $17,523-98.8% | $14,365-98.5% |