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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 | $6,876 | $69,977-90.2% | $108,582-93.7% | $62,881-89.1% |
| Participation rate | 92.3% | 72.9%+19.4pp | 79.6%+12.7pp | 69.3%+23.0pp |
| Annual return | 24.58% | 10.73%+13.9pp | -51.70%+76.3pp | 20.14%+4.4pp |
| Employer contribution / active EE | $2,713 | $2,135+27.1% | $3,758-27.8% | $2,281+18.9% |
| Participant deferral / active EE | $2,355 | $3,165-25.6% | $4,311-45.4% | $3,203-26.5% |
| Admin fee / account holder | $0 | $5,076-100.0% | $7,645-100.0% | $4,296-100.0% |