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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 | $14,225 | $154,228-90.8% | $145,433-90.2% | $137,256-89.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.70% | 74.59%-50.9pp | 66.58%-42.9pp | 220.34%-196.6pp |
| Employer contribution / active EE | $1,478 | $4,804-69.2% | $4,554-67.6% | $4,156-64.4% |
| Participant deferral / active EE | $3,891 | $8,216-52.6% | $7,897-50.7% | $6,407-39.3% |
| Admin fee / account holder | $235 | $14,344-98.4% | $13,129-98.2% | $12,270-98.1% |