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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 | $8,690 | $106,280-91.8% | $96,538-91.0% | $139,487-93.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 25.05% | 38.48%-13.4pp | 35.74%-10.7pp | 373.84%-348.8pp |
| Employer contribution / active EE | $1,046 | $4,107-74.5% | $3,740-72.0% | $4,755-78.0% |
| Participant deferral / active EE | $2,144 | $5,457-60.7% | $4,880-56.1% | $6,713-68.1% |
| Admin fee / account holder | $84 | $7,888-98.9% | $6,737-98.8% | $11,407-99.3% |