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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 | $10,970 | $167,415-93.4% | $140,514-92.2% | $198,609-94.5% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 15.84% | 13.85%+2.0pp | 14.36%+1.5pp | 202.70%-186.9pp |
| Employer contribution / active EE | $1,403 | $4,088-65.7% | $3,378-58.5% | $5,055-72.3% |
| Participant deferral / active EE | $2,398 | $5,579-57.0% | $4,919-51.2% | $6,977-65.6% |
| Admin fee / account holder | $202 | $16,730-98.8% | $13,697-98.5% | $19,030-98.9% |