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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 | $138,312-92.1% | $122,979-91.1% | $155,188-92.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 15.84% | 22.06%-6.2pp | 20.12%-4.3pp | 148.84%-133.0pp |
| Employer contribution / active EE | $1,403 | $3,530-60.3% | $3,062-54.2% | $4,248-67.0% |
| Participant deferral / active EE | $2,398 | $5,592-57.1% | $5,003-52.1% | $6,531-63.3% |
| Admin fee / account holder | $202 | $15,089-98.7% | $12,864-98.4% | $14,480-98.6% |