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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 | $16,452 | $54,541-69.8% | $78,778-79.1% | $70,126-76.5% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 17.99% | 21.07%-3.1pp | 35.62%-17.6pp | 73.15%-55.2pp |
| Employer contribution / active EE | $3,480 | $1,089+219.7% | $1,986+75.3% | $2,343+48.6% |
| Participant deferral / active EE | $1,868 | $2,210-15.5% | $2,958-36.8% | $3,332-43.9% |
| Admin fee / account holder | $138 | $3,709-96.3% | $5,134-97.3% | $4,645-97.0% |