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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 | $25,266 | $86,922-70.9% | $102,438-75.3% | $80,874-68.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 10.98% | 18.90%-7.9pp | 29.37%-18.4pp | 35.62%-24.6pp |
| Employer contribution / active EE | $8,131 | $2,369+243.2% | $3,024+168.9% | $2,756+195.1% |
| Participant deferral / active EE | $6,377 | $4,119+54.8% | $5,054+26.2% | $4,297+48.4% |
| Admin fee / account holder | $77 | $8,050-99.0% | $9,448-99.2% | $6,935-98.9% |