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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 | $13,517 | $67,602-80.0% | $82,312-83.6% | $70,126-80.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 12.26% | 21.57%-9.3pp | 25.88%-13.6pp | 73.15%-60.9pp |
| Employer contribution / active EE | $4,409 | $1,755+151.3% | $2,428+81.6% | $2,343+88.2% |
| Participant deferral / active EE | $2,259 | $2,987-24.4% | $3,706-39.0% | $3,332-32.2% |
| Admin fee / account holder | $101 | $4,512-97.8% | $5,608-98.2% | $4,645-97.8% |