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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 | $5,969 | $51,708-88.5% | $106,619-94.4% | $62,881-90.5% |
| Participation rate | 100.0% | 66.9%+33.1pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | 11.98% | 4.69%+7.3pp | 9.42%+2.6pp | 20.14%-8.2pp |
| Employer contribution / active EE | $1,870 | $1,764+6.0% | $3,947-52.6% | $2,281-18.0% |
| Participant deferral / active EE | $2,860 | $2,315+23.5% | $3,930-27.2% | $3,203-10.7% |
| Admin fee / account holder | $28 | $3,349-99.2% | $6,418-99.6% | $4,296-99.4% |