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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 | $18,163 | $79,894-77.3% | $135,792-86.6% | $82,637-78.0% |
| Participation rate | 85.5% | 63.0%+22.5pp | 72.6%+13.0pp | 68.1%+17.5pp |
| Annual return | 0.00% | 17.20%-17.2pp | 25.96%-26.0pp | 53.51%-53.5pp |
| Employer contribution / active EE | $2,732 | $2,165+26.2% | $3,496-21.8% | $2,552+7.1% |
| Participant deferral / active EE | $4,325 | $3,194+35.4% | $4,759-9.1% | $4,126+4.8% |
| Admin fee / account holder | $126 | $6,434-98.0% | $12,266-99.0% | $7,339-98.3% |