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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 | $16,227 | $153,311-89.4% | $109,313-85.2% | $273,970-94.1% |
| Participation rate | 80.0% | 80.1%-0.1pp | 71.3%+8.7pp | 83.0%-3.0pp |
| Annual return | 4.76% | 29.86%-25.1pp | 22.07%-17.3pp | 41.46%-36.7pp |
| Employer contribution / active EE | $1,334 | $5,619-76.3% | $3,892-65.7% | $4,869-72.6% |
| Participant deferral / active EE | $1,739 | $3,932-55.8% | $3,166-45.1% | $5,287-67.1% |
| Admin fee / account holder | $171 | $8,076-97.9% | $5,666-97.0% | $10,132-98.3% |