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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 | $9,086 | $63,861-85.8% | $104,639-91.3% | $79,856-88.6% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | 21.03% | 21.30%-0.3pp | 340.67%-319.6pp | 31.71%-10.7pp |
| Employer contribution / active EE | $1,998 | $1,588+25.8% | $2,682-25.5% | $2,471-19.1% |
| Participant deferral / active EE | $2,403 | $2,693-10.8% | $3,738-35.7% | $3,741-35.8% |
| Admin fee / account holder | $259 | $4,185-93.8% | $6,465-96.0% | $5,306-95.1% |