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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 | $10,730 | $73,978-85.5% | $96,515-88.9% | $75,173-85.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 26.02% | 26.72%-0.7pp | 35.73%-9.7pp | 160.72%-134.7pp |
| Employer contribution / active EE | $2,348 | $2,931-19.9% | $3,740-37.2% | $2,671-12.1% |
| Participant deferral / active EE | $2,931 | $3,660-19.9% | $4,880-39.9% | $4,126-29.0% |
| Admin fee / account holder | $95 | $5,219-98.2% | $6,735-98.6% | $5,651-98.3% |