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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 | $14,511 | $153,311-90.5% | $109,313-86.7% | $273,972-94.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 5.17% | 29.86%-24.7pp | 22.07%-16.9pp | 41.46%-36.3pp |
| Employer contribution / active EE | $6,384 | $5,619+13.6% | $3,892+64.0% | $4,869+31.1% |
| Participant deferral / active EE | $3,823 | $3,932-2.8% | $3,166+20.7% | $5,287-27.7% |
| Admin fee / account holder | $23 | $8,076-99.7% | $5,666-99.6% | $10,133-99.8% |