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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 | $12,146 | $124,980-90.3% | $108,359-88.8% | $154,746-92.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 28.67% | 45.00%-16.3pp | 36.89%-8.2pp | 172.34%-143.7pp |
| Employer contribution / active EE | $1,675 | $2,851-41.3% | $2,399-30.2% | $4,379-61.8% |
| Participant deferral / active EE | $4,490 | $4,743-5.3% | $4,137+8.5% | $6,730-33.3% |
| Admin fee / account holder | $98 | $11,502-99.2% | $9,741-99.0% | $14,365-99.3% |