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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 | $20,148 | $103,392-80.5% | $87,104-76.9% | $152,897-86.8% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.9%-1.9pp | 82.5%-7.5pp |
| Annual return | 25.95% | 28.10%-2.2pp | 28.19%-2.2pp | 345.43%-319.5pp |
| Employer contribution / active EE | $1,159 | $3,221-64.0% | $2,521-54.0% | $4,764-75.7% |
| Participant deferral / active EE | $1,666 | $4,778-65.1% | $4,048-58.9% | $5,851-71.5% |
| Admin fee / account holder | $0 | $12,194-100.0% | $7,491-100.0% | $11,599-100.0% |