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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 | $22,275 | $135,956-83.6% | $123,894-82.0% | $273,972-91.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.68% | 56.63%-48.9pp | 47.52%-39.8pp | 41.46%-33.8pp |
| Employer contribution / active EE | $1,745 | $5,170-66.2% | $4,617-62.2% | $4,869-64.2% |
| Participant deferral / active EE | $4,800 | $6,343-24.3% | $5,984-19.8% | $5,287-9.2% |
| Admin fee / account holder | $161 | $9,817-98.4% | $8,357-98.1% | $10,133-98.4% |