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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 | $12,184 | $135,956-91.0% | $123,894-90.2% | $273,972-95.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.82% | 56.63%-44.8pp | 47.52%-35.7pp | 41.46%-29.6pp |
| Employer contribution / active EE | $1,391 | $5,170-73.1% | $4,617-69.9% | $4,869-71.4% |
| Participant deferral / active EE | $2,594 | $6,343-59.1% | $5,984-56.6% | $5,287-50.9% |
| Admin fee / account holder | $13 | $9,817-99.9% | $8,357-99.9% | $10,133-99.9% |