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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 | $9,683 | $93,598-89.7% | $135,974-92.9% | $75,173-87.1% |
| Participation rate | 94.0% | 75.2%+18.8pp | 81.9%+12.1pp | 67.2%+26.8pp |
| Annual return | 29.47% | 30.89%-1.4pp | 68.30%-38.8pp | 160.72%-131.3pp |
| Employer contribution / active EE | $1,248 | $3,538-64.7% | $4,859-74.3% | $2,671-53.3% |
| Participant deferral / active EE | $2,620 | $6,405-59.1% | $7,760-66.2% | $4,126-36.5% |
| Admin fee / account holder | $68 | $6,978-99.0% | $10,767-99.4% | $5,651-98.8% |