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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 | $6,800 | $161,352-95.8% | $134,172-94.9% | $137,256-95.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 11.97% | 28.72%-16.7pp | 25.30%-13.3pp | 220.34%-208.4pp |
| Employer contribution / active EE | $1,581 | $4,099-61.4% | $3,420-53.8% | $4,156-62.0% |
| Participant deferral / active EE | $2,097 | $5,552-62.2% | $4,690-55.3% | $6,407-67.3% |
| Admin fee / account holder | $48 | $15,028-99.7% | $12,016-99.6% | $12,270-99.6% |