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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 | $5,891 | $99,345-94.1% | $84,753-93.0% | $273,972-97.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 21.37% | 22.93%-1.6pp | 22.78%-1.4pp | 41.46%-20.1pp |
| Employer contribution / active EE | $1,307 | $4,214-69.0% | $3,574-63.4% | $4,869-73.2% |
| Participant deferral / active EE | $3,174 | $4,270-25.7% | $3,712-14.5% | $5,287-40.0% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |