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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 | $18,903 | $62,583-69.8% | $76,767-75.4% | $64,173-70.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -6.63% | -1.95%-4.7pp | 2.43%-9.1pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,979 | $1,832+8.0% | $2,485-20.4% | $2,381-16.9% |
| Participant deferral / active EE | $6,562 | $3,145+108.7% | $3,852+70.4% | $3,470+89.1% |
| Admin fee / account holder | $88 | $4,667-98.1% | $6,675-98.7% | $4,887-98.2% |