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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 | $6,745 | $112,729-94.0% | $98,716-93.2% | $137,256-95.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 27.59% | 38.48%-10.9pp | 31.81%-4.2pp | 220.34%-192.8pp |
| Employer contribution / active EE | $1,086 | $2,725-60.2% | $2,279-52.3% | $4,156-73.9% |
| Participant deferral / active EE | $1,444 | $4,640-68.9% | $4,048-64.3% | $6,407-77.5% |
| Admin fee / account holder | $14 | $10,129-99.9% | $8,703-99.8% | $12,270-99.9% |