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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 | $9,450 | $73,787-87.2% | $98,716-90.4% | $82,448-88.5% |
| Participation rate | 76.3% | 61.4%+14.9pp | 69.3%+7.0pp | 68.1%+8.2pp |
| Annual return | 23.07% | 18.57%+4.5pp | 31.81%-8.7pp | 41.64%-18.6pp |
| Employer contribution / active EE | $1,157 | $1,511-23.4% | $2,279-49.2% | $2,551-54.6% |
| Participant deferral / active EE | $1,693 | $3,081-45.1% | $4,048-58.2% | $4,139-59.1% |
| Admin fee / account holder | $230 | $6,500-96.5% | $8,703-97.4% | $7,234-96.8% |