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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 | $16,130 | $86,949-81.4% | $102,460-84.3% | $80,959-80.1% |
| Participation rate | 92.0% | 72.4%+19.6pp | 76.5%+15.5pp | 67.7%+24.3pp |
| Annual return | 18.60% | 18.89%-0.3pp | 29.47%-10.9pp | 35.67%-17.1pp |
| Employer contribution / active EE | $1,453 | $2,370-38.7% | $3,025-52.0% | $2,757-47.3% |
| Participant deferral / active EE | $3,196 | $4,121-22.4% | $5,056-36.8% | $4,300-25.7% |
| Admin fee / account holder | $41 | $8,048-99.5% | $9,460-99.6% | $6,925-99.4% |