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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 | $8,370 | $65,712-87.3% | $57,196-85.4% | $273,972-96.9% |
| Participation rate | 70.6% | 78.3%-7.7pp | 75.3%-4.7pp | 83.0%-12.4pp |
| Annual return | 21.31% | 22.01%-0.7pp | 14.59%+6.7pp | 41.46%-20.1pp |
| Employer contribution / active EE | $1,590 | $3,280-51.5% | $2,683-40.7% | $4,869-67.3% |
| Participant deferral / active EE | $3,421 | $3,782-9.5% | $3,096+10.5% | $5,287-35.3% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |