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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 | $7,542 | $124,330-93.9% | $109,173-93.1% | $167,536-95.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 16.11% | 26.04%-9.9pp | 25.75%-9.6pp | 478.82%-462.7pp |
| Employer contribution / active EE | $2,282 | $4,209-45.8% | $3,723-38.7% | $4,839-52.8% |
| Participant deferral / active EE | $1,626 | $5,256-69.1% | $4,654-65.1% | $6,342-74.4% |
| Admin fee / account holder | $171 | $7,974-97.9% | $6,755-97.5% | $12,315-98.6% |