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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 | $14,140 | $56,894-75.1% | $84,753-83.3% | $62,881-77.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 10.50% | 6.30%+4.2pp | 22.78%-12.3pp | 20.14%-9.6pp |
| Employer contribution / active EE | $1,141 | $2,400-52.4% | $3,574-68.1% | $2,281-50.0% |
| Participant deferral / active EE | $2,779 | $2,709+2.6% | $3,712-25.1% | $3,203-13.2% |
| Admin fee / account holder | $89 | $3,581-97.5% | $5,333-98.3% | $4,296-97.9% |