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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 | $6,049 | $63,809-90.5% | $81,353-92.6% | $80,935-92.5% |
| Participation rate | 90.4% | 63.9%+26.5pp | 69.5%+20.8pp | 67.7%+22.7pp |
| Annual return | 23.75% | 16.37%+7.4pp | 24.82%-1.1pp | 35.66%-11.9pp |
| Employer contribution / active EE | $1,005 | $1,981-49.3% | $2,464-59.2% | $2,757-63.5% |
| Participant deferral / active EE | $1,425 | $3,093-53.9% | $3,885-63.3% | $4,299-66.9% |
| Admin fee / account holder | $247 | $5,686-95.7% | $5,766-95.7% | $6,924-96.4% |