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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 | $14,488 | $73,978-80.4% | $96,515-85.0% | $75,173-80.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 16.27% | 26.72%-10.5pp | 35.73%-19.5pp | 160.72%-144.5pp |
| Employer contribution / active EE | $3,472 | $2,931+18.5% | $3,740-7.2% | $2,671+30.0% |
| Participant deferral / active EE | $1,944 | $3,660-46.9% | $4,880-60.2% | $4,126-52.9% |
| Admin fee / account holder | $264 | $5,219-94.9% | $6,735-96.1% | $5,651-95.3% |