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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 | $6,429 | $73,955-91.3% | $96,520-93.3% | $75,181-91.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 23.69% | 26.72%-3.0pp | 35.72%-12.0pp | 160.69%-137.0pp |
| Employer contribution / active EE | $1,799 | $2,930-38.6% | $3,739-51.9% | $2,671-32.6% |
| Participant deferral / active EE | $2,607 | $3,659-28.8% | $4,879-46.6% | $4,126-36.8% |
| Admin fee / account holder | $184 | $5,217-96.5% | $6,733-97.3% | $5,650-96.7% |