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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 | $30,820 | $95,404-67.7% | $113,397-72.8% | $82,637-62.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 19.85% | 19.08%+0.8pp | 23.20%-3.3pp | 53.51%-33.7pp |
| Employer contribution / active EE | $2,816 | $2,307+22.1% | $2,977-5.4% | $2,552+10.3% |
| Participant deferral / active EE | $3,550 | $4,220-15.9% | $5,076-30.1% | $4,126-14.0% |
| Admin fee / account holder | $156 | $9,168-98.3% | $11,957-98.7% | $7,339-97.9% |