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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 | $10,438 | $84,236-87.6% | $170,435-93.9% | $70,126-85.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.09% | 23.06%-9.0pp | 205.94%-191.9pp | 73.15%-59.1pp |
| Employer contribution / active EE | $2,254 | $3,387-33.4% | $5,432-58.5% | $2,343-3.8% |
| Participant deferral / active EE | $1,042 | $3,086-66.2% | $4,939-78.9% | $3,332-68.7% |
| Admin fee / account holder | $145 | $5,698-97.5% | $13,881-99.0% | $4,645-96.9% |