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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 | $15,678 | $87,060-82.0% | $105,591-85.2% | $80,911-80.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 10.40% | 17.05%-6.6pp | 116.43%-106.0pp | 35.63%-25.2pp |
| Employer contribution / active EE | $2,142 | $2,396-10.6% | $3,166-32.3% | $2,756-22.3% |
| Participant deferral / active EE | $2,145 | $3,986-46.2% | $5,008-57.2% | $4,297-50.1% |
| Admin fee / account holder | $194 | $8,442-97.7% | $11,024-98.2% | $6,935-97.2% |