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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 | $13,468 | $56,894-76.3% | $84,753-84.1% | $62,881-78.6% |
| Participation rate | 81.5% | 68.5%+12.9pp | 76.6%+4.9pp | 69.3%+12.2pp |
| Annual return | 7.60% | 6.30%+1.3pp | 22.78%-15.2pp | 20.14%-12.5pp |
| Employer contribution / active EE | $3,835 | $2,400+59.8% | $3,574+7.3% | $2,281+68.1% |
| Participant deferral / active EE | $1,415 | $2,709-47.8% | $3,712-61.9% | $3,203-55.8% |
| Admin fee / account holder | $183 | $3,581-94.9% | $5,333-96.6% | $4,296-95.7% |