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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 | $10,248 | $63,773-83.9% | $81,286-87.4% | $80,925-87.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.7%+32.3pp |
| Annual return | 19.79% | 16.37%+3.4pp | 24.80%-5.0pp | 35.65%-15.9pp |
| Employer contribution / active EE | $2,036 | $1,979+2.9% | $2,463-17.3% | $2,756-26.1% |
| Participant deferral / active EE | $4,992 | $3,093+61.4% | $3,883+28.6% | $4,299+16.1% |
| Admin fee / account holder | $71 | $5,682-98.7% | $5,764-98.8% | $6,940-99.0% |