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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 | $5,255 | $56,894-90.8% | $84,753-93.8% | $62,881-91.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 19.12% | 6.30%+12.8pp | 22.78%-3.7pp | 20.14%-1.0pp |
| Employer contribution / active EE | $2,448 | $2,400+2.0% | $3,574-31.5% | $2,281+7.3% |
| Participant deferral / active EE | $2,659 | $2,709-1.8% | $3,712-28.4% | $3,203-17.0% |
| Admin fee / account holder | $288 | $3,581-92.0% | $5,333-94.6% | $4,296-93.3% |