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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 | $136,860-92.0% | $120,344-90.9% | $154,746-92.9% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 15.84% | 21.38%-5.5pp | 20.30%-4.5pp | 172.34%-156.5pp |
| Employer contribution / active EE | $1,403 | $3,533-60.3% | $3,020-53.6% | $4,379-68.0% |
| Participant deferral / active EE | $2,398 | $5,793-58.6% | $5,135-53.3% | $6,730-64.4% |
| Admin fee / account holder | $202 | $15,393-98.7% | $12,742-98.4% | $14,365-98.6% |