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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 | $24,498 | $67,602-63.8% | $82,312-70.2% | $70,126-65.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 12.86% | 21.57%-8.7pp | 25.88%-13.0pp | 73.15%-60.3pp |
| Employer contribution / active EE | $1,069 | $1,755-39.1% | $2,428-56.0% | $2,343-54.4% |
| Participant deferral / active EE | $3,755 | $2,987+25.7% | $3,706+1.3% | $3,332+12.7% |
| Admin fee / account holder | $284 | $4,512-93.7% | $5,608-94.9% | $4,645-93.9% |