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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 | $30,893 | $181,896-83.0% | $156,551-80.3% | $273,972-88.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.97% | 30.74%-22.8pp | 32.23%-24.3pp | 41.46%-33.5pp |
| Employer contribution / active EE | $1,853 | $6,248-70.3% | $5,501-66.3% | $4,869-61.9% |
| Participant deferral / active EE | $3,996 | $5,550-28.0% | $4,871-18.0% | $5,287-24.4% |
| Admin fee / account holder | $206 | $15,560-98.7% | $13,028-98.4% | $10,133-98.0% |