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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 | $13,028 | $67,602-80.7% | $82,312-84.2% | $70,126-81.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 21.53% | 21.57%0pp | 25.88%-4.3pp | 73.15%-51.6pp |
| Employer contribution / active EE | $1,891 | $1,755+7.8% | $2,428-22.1% | $2,343-19.3% |
| Participant deferral / active EE | $5,660 | $2,987+89.5% | $3,706+52.7% | $3,332+69.9% |
| Admin fee / account holder | $5 | $4,512-99.9% | $5,608-99.9% | $4,645-99.9% |