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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 | $25,984 | $114,712-77.3% | $173,730-85.0% | $87,485-70.3% |
| Participation rate | 76.9% | 73.0%+3.9pp | 79.6%-2.6pp | 68.9%+8.0pp |
| Annual return | 22.22% | 20.18%+2.0pp | 19.96%+2.3pp | 26.06%-3.8pp |
| Employer contribution / active EE | $1,932 | $2,904-33.5% | $4,577-57.8% | $2,596-25.6% |
| Participant deferral / active EE | $3,877 | $4,642-16.5% | $6,326-38.7% | $4,274-9.3% |
| Admin fee / account holder | $256 | $10,210-97.5% | $17,523-98.5% | $7,775-96.7% |