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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 | $20,233 | $177,156-88.6% | $147,027-86.2% | $154,746-86.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 8.28% | 21.94%-13.7pp | 20.23%-12.0pp | 172.34%-164.1pp |
| Employer contribution / active EE | $8,812 | $4,336+103.2% | $3,626+143.0% | $4,379+101.2% |
| Participant deferral / active EE | $4,429 | $5,797-23.6% | $4,933-10.2% | $6,730-34.2% |
| Admin fee / account holder | $90 | $14,904-99.4% | $12,223-99.3% | $14,365-99.4% |