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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 | $18,398 | $153,311-88.0% | $109,313-83.2% | $273,972-93.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 8.05% | 29.86%-21.8pp | 22.07%-14.0pp | 41.46%-33.4pp |
| Employer contribution / active EE | $1,449 | $5,619-74.2% | $3,892-62.8% | $4,869-70.2% |
| Participant deferral / active EE | $4,135 | $3,932+5.2% | $3,166+30.6% | $5,287-21.8% |
| Admin fee / account holder | $204 | $8,076-97.5% | $5,666-96.4% | $10,133-98.0% |