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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 | $21,243 | $146,267-85.5% | $197,124-89.2% | $82,448-74.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 14.29% | 29.61%-15.3pp | 44.34%-30.1pp | 41.64%-27.4pp |
| Employer contribution / active EE | $2,664 | $4,723-43.6% | $6,227-57.2% | $2,551+4.4% |
| Participant deferral / active EE | $5,010 | $7,035-28.8% | $9,135-45.2% | $4,139+21.0% |
| Admin fee / account holder | $182 | $14,422-98.7% | $16,298-98.9% | $7,234-97.5% |