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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 | $14,993 | $58,851-74.5% | $115,170-87.0% | $72,975-79.5% |
| Participation rate | 100.0% | 65.5%+34.5pp | 75.9%+24.1pp | 69.5%+30.5pp |
| Annual return | 24.44% | 23.16%+1.3pp | 35.60%-11.2pp | 81.01%-56.6pp |
| Employer contribution / active EE | $1,155 | $1,798-35.8% | $3,179-63.7% | $2,440-52.7% |
| Participant deferral / active EE | $2,547 | $2,643-3.6% | $4,169-38.9% | $3,608-29.4% |
| Admin fee / account holder | $55 | $6,370-99.1% | $7,089-99.2% | $5,124-98.9% |