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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 | $6,853 | $110,278-93.8% | $95,740-92.8% | $139,466-95.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 26.71% | 27.19%-0.5pp | 28.41%-1.7pp | 373.66%-347.0pp |
| Employer contribution / active EE | $1,529 | $3,260-53.1% | $2,836-46.1% | $4,754-67.8% |
| Participant deferral / active EE | $3,115 | $4,674-33.4% | $4,244-26.6% | $6,712-53.6% |
| Admin fee / account holder | $71 | $6,613-98.9% | $5,676-98.8% | $11,409-99.4% |