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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 | $14,940 | $53,774-72.2% | $134,162-88.9% | $79,856-81.3% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 11.54% | 19.01%-7.5pp | 36.35%-24.8pp | 31.71%-20.2pp |
| Employer contribution / active EE | $2,063 | $1,322+56.1% | $3,705-44.3% | $2,471-16.5% |
| Participant deferral / active EE | $2,357 | $2,420-2.6% | $3,500-32.7% | $3,741-37.0% |
| Admin fee / account holder | $202 | $3,985-94.9% | $6,685-97.0% | $5,306-96.2% |