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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 | $14,906 | $60,349-75.3% | $74,184-79.9% | $62,881-76.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 8.56% | 21.38%-12.8pp | 17.74%-9.2pp | 20.14%-11.6pp |
| Employer contribution / active EE | $1,749 | $1,680+4.1% | $2,370-26.2% | $2,281-23.3% |
| Participant deferral / active EE | $1,473 | $2,856-48.4% | $3,550-58.5% | $3,203-54.0% |
| Admin fee / account holder | $174 | $4,261-95.9% | $5,586-96.9% | $4,296-95.9% |