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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 | $22,049 | $67,602-67.4% | $82,312-73.2% | $70,126-68.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 85.64% | 21.57%+64.1pp | 25.88%+59.8pp | 73.15%+12.5pp |
| Employer contribution / active EE | $1,271 | $1,755-27.6% | $2,428-47.6% | $2,343-45.7% |
| Participant deferral / active EE | $2,840 | $2,987-4.9% | $3,706-23.4% | $3,332-14.8% |
| Admin fee / account holder | $22 | $4,512-99.5% | $5,608-99.6% | $4,645-99.5% |