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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 | $86,949-70.9% | $102,460-75.3% | $80,959-68.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 10.98% | 18.89%-7.9pp | 29.47%-18.5pp | 35.67%-24.7pp |
| Employer contribution / active EE | $8,131 | $2,370+243.1% | $3,025+168.8% | $2,757+194.9% |
| Participant deferral / active EE | $6,377 | $4,121+54.7% | $5,056+26.1% | $4,300+48.3% |
| Admin fee / account holder | $77 | $8,048-99.0% | $9,460-99.2% | $6,925-98.9% |