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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 | $15,212 | $118,496-87.2% | $98,461-84.6% | $139,466-89.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 10.47% | 18.96%-8.5pp | 21.17%-10.7pp | 373.66%-363.2pp |
| Employer contribution / active EE | $1,278 | $3,611-64.6% | $3,049-58.1% | $4,754-73.1% |
| Participant deferral / active EE | $9,499 | $5,393+76.1% | $4,738+100.5% | $6,712+41.5% |
| Admin fee / account holder | $226 | $14,056-98.4% | $8,961-97.5% | $11,409-98.0% |