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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 | $6,828 | $80,992-91.6% | $96,534-92.9% | $75,173-90.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 25.01% | 27.05%-2.0pp | 25.88%-0.9pp | 160.72%-135.7pp |
| Employer contribution / active EE | $1,248 | $2,283-45.3% | $2,965-57.9% | $2,671-53.3% |
| Participant deferral / active EE | $2,247 | $3,929-42.8% | $4,851-53.7% | $4,126-45.5% |
| Admin fee / account holder | $49 | $6,717-99.3% | $8,253-99.4% | $5,651-99.1% |