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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 | $86,922-81.4% | $102,438-84.3% | $80,874-80.1% |
| Participation rate | 92.0% | 72.4%+19.6pp | 76.5%+15.5pp | 67.6%+24.4pp |
| Annual return | 18.60% | 18.90%-0.3pp | 29.37%-10.8pp | 35.62%-17.0pp |
| Employer contribution / active EE | $1,453 | $2,369-38.7% | $3,024-51.9% | $2,756-47.3% |
| Participant deferral / active EE | $3,196 | $4,119-22.4% | $5,054-36.7% | $4,297-25.6% |
| Admin fee / account holder | $41 | $8,050-99.5% | $9,448-99.6% | $6,935-99.4% |