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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 | $10,313 | $99,345-89.6% | $84,753-87.8% | $273,972-96.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 13.24% | 22.93%-9.7pp | 22.78%-9.5pp | 41.46%-28.2pp |
| Employer contribution / active EE | $1,508 | $4,214-64.2% | $3,574-57.8% | $4,869-69.0% |
| Participant deferral / active EE | $3,265 | $4,270-23.5% | $3,712-12.0% | $5,287-38.3% |
| Admin fee / account holder | $60 | $6,645-99.1% | $5,333-98.9% | $10,133-99.4% |