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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 | $6,016 | $99,345-93.9% | $84,753-92.9% | $273,970-97.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 11.60% | 22.93%-11.3pp | 22.78%-11.2pp | 41.46%-29.9pp |
| Employer contribution / active EE | $1,749 | $4,214-58.5% | $3,574-51.1% | $4,869-64.1% |
| Participant deferral / active EE | $1,749 | $4,270-59.0% | $3,712-52.9% | $5,287-66.9% |
| Admin fee / account holder | $14 | $6,645-99.8% | $5,333-99.7% | $10,132-99.9% |