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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 | $15,685 | $63,365-75.2% | $91,994-83.0% | $72,976-78.5% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 26.62% | 35.35%-8.7pp | 69.04%-42.4pp | 81.02%-54.4pp |
| Employer contribution / active EE | $1,549 | $2,116-26.8% | $3,453-55.1% | $2,440-36.5% |
| Participant deferral / active EE | $2,500 | $4,883-48.8% | $5,924-57.8% | $3,608-30.7% |
| Admin fee / account holder | $141 | $4,670-97.0% | $7,744-98.2% | $5,124-97.3% |