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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 | $20,588 | $106,524-80.7% | $152,301-86.5% | $87,485-76.5% |
| Participation rate | 96.6% | 75.8%+20.8pp | 82.4%+14.1pp | 68.9%+27.6pp |
| Annual return | 22.28% | 26.89%-4.6pp | 80.50%-58.2pp | 26.06%-3.8pp |
| Employer contribution / active EE | $2,234 | $3,371-33.7% | $4,624-51.7% | $2,596-14.0% |
| Participant deferral / active EE | $6,294 | $6,525-3.5% | $8,004-21.4% | $4,274+47.3% |
| Admin fee / account holder | $180 | $8,287-97.8% | $14,398-98.8% | $7,775-97.7% |