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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 | $9,743 | $73,102-86.7% | $123,552-92.1% | $56,287-82.7% |
| Participation rate | 90.8% | 74.3%+16.4pp | 82.3%+8.5pp | 69.9%+20.9pp |
| Annual return | 12.11% | 3.01%+9.1pp | 119.20%-107.1pp | -9.96%+22.1pp |
| Employer contribution / active EE | $2,430 | $2,977-18.4% | $4,628-47.5% | $2,111+15.1% |
| Participant deferral / active EE | $4,463 | $5,423-17.7% | $6,426-30.5% | $3,350+33.2% |
| Admin fee / account holder | $197 | $554-64.4% | $9,285-97.9% | $521-62.1% |