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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 | $23,751 | $136,307-82.6% | $106,619-77.7% | $273,972-91.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 6.88% | 11.05%-4.2pp | 9.42%-2.5pp | 41.46%-34.6pp |
| Employer contribution / active EE | $1,563 | $5,190-69.9% | $3,947-60.4% | $4,869-67.9% |
| Participant deferral / active EE | $6,416 | $4,969+29.1% | $3,930+63.3% | $5,287+21.4% |
| Admin fee / account holder | $295 | $8,625-96.6% | $6,418-95.4% | $10,133-97.1% |