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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 | $19,629 | $103,387-81.0% | $87,102-77.5% | $152,885-87.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 26.32% | 28.10%-1.8pp | 28.19%-1.9pp | 345.39%-319.1pp |
| Employer contribution / active EE | $1,987 | $3,221-38.3% | $2,521-21.2% | $4,763-58.3% |
| Participant deferral / active EE | $4,753 | $4,778-0.5% | $4,048+17.4% | $5,851-18.8% |
| Admin fee / account holder | $29 | $12,193-99.8% | $7,491-99.6% | $11,598-99.8% |