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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 | $10,336 | $57,828-82.1% | $117,039-91.2% | $70,126-85.3% |
| Participation rate | 100.0% | 67.1%+32.9pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 19.26% | 17.55%+1.7pp | 18.95%+0.3pp | 73.15%-53.9pp |
| Employer contribution / active EE | $1,048 | $1,816-42.3% | $3,785-72.3% | $2,343-55.3% |
| Participant deferral / active EE | $3,041 | $2,438+24.8% | $3,929-22.6% | $3,332-8.7% |
| Admin fee / account holder | $24 | $3,548-99.3% | $5,974-99.6% | $4,645-99.5% |