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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 | $6,663 | $110,278-94.0% | $95,740-93.0% | $139,466-95.2% |
| Participation rate | 85.7% | 75.7%+10.0pp | 72.3%+13.5pp | 80.3%+5.4pp |
| Annual return | 18.62% | 27.19%-8.6pp | 28.41%-9.8pp | 373.66%-355.0pp |
| Employer contribution / active EE | $1,152 | $3,260-64.7% | $2,836-59.4% | $4,754-75.8% |
| Participant deferral / active EE | $2,435 | $4,674-47.9% | $4,244-42.6% | $6,712-63.7% |
| Admin fee / account holder | $25 | $6,613-99.6% | $5,676-99.6% | $11,409-99.8% |