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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 | $12,665 | $88,672-85.7% | $105,223-88.0% | $82,448-84.6% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 27.77% | 30.86%-3.1pp | 180.65%-152.9pp | 41.64%-13.9pp |
| Employer contribution / active EE | $2,319 | $3,048-23.9% | $3,689-37.1% | $2,551-9.1% |
| Participant deferral / active EE | $5,720 | $4,036+41.7% | $5,072+12.8% | $4,139+38.2% |
| Admin fee / account holder | $172 | $7,146-97.6% | $8,859-98.1% | $7,234-97.6% |