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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 | $17,596 | $71,208-75.3% | $93,681-81.2% | $80,911-78.3% |
| Participation rate | 95.1% | 60.4%+34.7pp | 68.7%+26.4pp | 67.6%+27.5pp |
| Annual return | 15.22% | 11.27%+3.9pp | 133.47%-118.3pp | 35.63%-20.4pp |
| Employer contribution / active EE | $2,066 | $1,564+32.1% | $2,422-14.7% | $2,756-25.0% |
| Participant deferral / active EE | $3,350 | $4,035-17.0% | $4,415-24.1% | $4,297-22.1% |
| Admin fee / account holder | $130 | $6,951-98.1% | $8,290-98.4% | $6,935-98.1% |