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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 | $110,137-76.4% | $161,149-83.9% | $82,637-68.6% |
| Participation rate | 76.9% | 72.4%+4.6pp | 78.8%-1.9pp | 68.1%+8.9pp |
| Annual return | 22.22% | 20.69%+1.5pp | 21.16%+1.1pp | 53.51%-31.3pp |
| Employer contribution / active EE | $1,932 | $2,856-32.3% | $4,360-55.7% | $2,552-24.3% |
| Participant deferral / active EE | $3,877 | $4,575-15.3% | $6,153-37.0% | $4,126-6.0% |
| Admin fee / account holder | $256 | $9,467-97.3% | $15,194-98.3% | $7,339-96.5% |