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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 | $15,224 | $81,504-81.3% | $102,437-85.1% | $80,959-81.2% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 18.89% | 25.60%-6.7pp | 24.95%-6.1pp | 35.67%-16.8pp |
| Employer contribution / active EE | $2,366 | $3,104-23.8% | $3,871-38.9% | $2,757-14.2% |
| Participant deferral / active EE | $3,467 | $3,871-10.4% | $5,060-31.5% | $4,300-19.4% |
| Admin fee / account holder | $238 | $6,719-96.5% | $8,388-97.2% | $6,925-96.6% |