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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 | $18,041 | $60,349-70.1% | $74,184-75.7% | $62,881-71.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 8.52% | 21.38%-12.9pp | 17.74%-9.2pp | 20.14%-11.6pp |
| Employer contribution / active EE | $1,772 | $1,680+5.4% | $2,370-25.3% | $2,281-22.3% |
| Participant deferral / active EE | $1,731 | $2,856-39.4% | $3,550-51.2% | $3,203-46.0% |
| Admin fee / account holder | $102 | $4,261-97.6% | $5,586-98.2% | $4,296-97.6% |