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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 | $162,967-95.3% | $135,792-94.4% | $138,895-94.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 20.61% | 30.08%-9.5pp | 25.96%-5.4pp | 145.39%-124.8pp |
| Employer contribution / active EE | $2,664 | $4,211-36.7% | $3,496-23.8% | $4,194-36.5% |
| Participant deferral / active EE | $2,001 | $5,640-64.5% | $4,759-57.9% | $6,396-68.7% |
| Admin fee / account holder | $85 | $15,306-99.4% | $12,266-99.3% | $12,562-99.3% |