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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 | $7,583 | $161,352-95.3% | $134,172-94.3% | $137,256-94.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 20.61% | 28.72%-8.1pp | 25.30%-4.7pp | 220.34%-199.7pp |
| Employer contribution / active EE | $2,664 | $4,099-35.0% | $3,420-22.1% | $4,156-35.9% |
| Participant deferral / active EE | $2,001 | $5,552-64.0% | $4,690-57.3% | $6,407-68.8% |
| Admin fee / account holder | $85 | $15,028-99.4% | $12,016-99.3% | $12,270-99.3% |