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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 | $5,884 | $76,407-92.3% | $150,298-96.1% | $82,448-92.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 51.97% | 39.99%+12.0pp | 62.79%-10.8pp | 41.64%+10.3pp |
| Employer contribution / active EE | $1,800 | $2,614-31.1% | $4,154-56.7% | $2,551-29.4% |
| Participant deferral / active EE | $1,064 | $3,214-66.9% | $5,453-80.5% | $4,139-74.3% |
| Admin fee / account holder | $59 | $6,352-99.1% | $14,116-99.6% | $7,234-99.2% |