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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 | $12,338 | $215,361-94.3% | $171,082-92.8% | $273,972-95.5% |
| Participation rate | 75.0% | 82.0%-7.0pp | 76.7%-1.7pp | 83.0%-8.0pp |
| Annual return | 6.09% | 25.14%-19.1pp | 32.56%-26.5pp | 41.46%-35.4pp |
| Employer contribution / active EE | $1,553 | $4,967-68.7% | $4,002-61.2% | $4,869-68.1% |
| Participant deferral / active EE | $4,797 | $5,543-13.5% | $4,7970% | $5,287-9.3% |
| Admin fee / account holder | $157 | $10,846-98.6% | $8,520-98.2% | $10,133-98.5% |