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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 | $12,620 | $162,967-92.3% | $135,792-90.7% | $138,895-90.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 20.38% | 30.08%-9.7pp | 25.96%-5.6pp | 145.39%-125.0pp |
| Employer contribution / active EE | $2,172 | $4,211-48.4% | $3,496-37.9% | $4,194-48.2% |
| Participant deferral / active EE | $2,082 | $5,640-63.1% | $4,759-56.3% | $6,396-67.5% |
| Admin fee / account holder | $179 | $15,306-98.8% | $12,266-98.5% | $12,562-98.6% |