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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 | $13,113 | $72,273-81.9% | $101,275-87.1% | $79,856-83.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 10.84% | 22.30%-11.5pp | 46.48%-35.6pp | 31.71%-20.9pp |
| Employer contribution / active EE | $3,201 | $2,691+18.9% | $3,660-12.6% | $2,471+29.5% |
| Participant deferral / active EE | $1,962 | $3,282-40.2% | $4,371-55.1% | $3,741-47.5% |
| Admin fee / account holder | $195 | $4,401-95.6% | $5,948-96.7% | $5,306-96.3% |