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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 | $8,612 | $81,276-89.4% | $155,574-94.5% | $80,925-89.4% |
| Participation rate | 91.2% | 66.2%+24.9pp | 78.2%+13.0pp | 67.7%+23.5pp |
| Annual return | 12.97% | 33.36%-20.4pp | 64.87%-51.9pp | 35.65%-22.7pp |
| Employer contribution / active EE | $2,967 | $3,103-4.4% | $4,676-36.5% | $2,756+7.6% |
| Participant deferral / active EE | $1,275 | $3,453-63.1% | $5,629-77.3% | $4,299-70.3% |
| Admin fee / account holder | $295 | $7,993-96.3% | $15,914-98.1% | $6,940-95.8% |