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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 | $9,375 | $51,708-81.9% | $106,619-91.2% | $62,881-85.1% |
| Participation rate | 96.0% | 66.9%+29.1pp | 78.0%+18.0pp | 69.3%+26.7pp |
| Annual return | 20.23% | 4.69%+15.5pp | 9.42%+10.8pp | 20.14%+0.1pp |
| Employer contribution / active EE | $1,810 | $1,764+2.6% | $3,947-54.1% | $2,281-20.6% |
| Participant deferral / active EE | $3,570 | $2,315+54.2% | $3,930-9.2% | $3,203+11.5% |
| Admin fee / account holder | $10 | $3,349-99.7% | $6,418-99.8% | $4,296-99.8% |