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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 | $15,161 | $99,345-84.7% | $84,753-82.1% | $273,972-94.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 12.99% | 22.93%-9.9pp | 22.78%-9.8pp | 41.46%-28.5pp |
| Employer contribution / active EE | $1,607 | $4,214-61.9% | $3,574-55.0% | $4,869-67.0% |
| Participant deferral / active EE | $7,026 | $4,270+64.5% | $3,712+89.3% | $5,287+32.9% |
| Admin fee / account holder | $105 | $6,645-98.4% | $5,333-98.0% | $10,133-99.0% |