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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 | $6,327 | $62,592-89.9% | $85,709-92.6% | $85,847-92.6% |
| Participation rate | 93.5% | 61.1%+32.4pp | 69.9%+23.7pp | 69.3%+24.2pp |
| Annual return | 25.82% | 23.77%+2.1pp | 21.49%+4.3pp | 318.61%-292.8pp |
| Employer contribution / active EE | $2,062 | $1,755+17.5% | $2,619-21.3% | $2,565-19.6% |
| Participant deferral / active EE | $2,650 | $2,802-5.4% | $3,924-32.5% | $3,952-32.9% |
| Admin fee / account holder | $260 | $4,643-94.4% | $6,876-96.2% | $6,261-95.9% |