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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 | $8,954 | $68,878-87.0% | $120,574-92.6% | $80,935-88.9% |
| Participation rate | 100.0% | 61.7%+38.3pp | 71.9%+28.1pp | 67.7%+32.3pp |
| Annual return | 19.09% | 23.67%-4.6pp | 107.42%-88.3pp | 35.66%-16.6pp |
| Employer contribution / active EE | $1,782 | $2,065-13.7% | $3,471-48.6% | $2,757-35.3% |
| Participant deferral / active EE | $3,808 | $3,189+19.4% | $4,996-23.8% | $4,299-11.4% |
| Admin fee / account holder | $151 | $5,782-97.4% | $9,445-98.4% | $6,924-97.8% |