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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 | $17,835 | $58,493-69.5% | $84,023-78.8% | $72,976-75.6% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 24.24% | 28.93%-4.7pp | 71.32%-47.1pp | 81.02%-56.8pp |
| Employer contribution / active EE | $3,878 | $1,163+233.4% | $1,984+95.5% | $2,440+58.9% |
| Participant deferral / active EE | $4,289 | $2,394+79.2% | $3,239+32.4% | $3,608+18.9% |
| Admin fee / account holder | $233 | $4,569-94.9% | $6,102-96.2% | $5,124-95.5% |