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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 | $27,212 | $199,109-86.3% | $173,730-84.3% | $154,746-82.4% |
| Participation rate | 71.4% | 82.8%-11.4pp | 79.6%-8.1pp | 80.7%-9.3pp |
| Annual return | 22.74% | 20.02%+2.7pp | 19.96%+2.8pp | 172.34%-149.6pp |
| Employer contribution / active EE | $2,350 | $5,311-55.8% | $4,577-48.7% | $4,379-46.3% |
| Participant deferral / active EE | $3,639 | $7,113-48.8% | $6,326-42.5% | $6,730-45.9% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |