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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 | $25,249 | $67,411-62.5% | $91,004-72.3% | $70,126-64.0% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 17.04% | -40.16%+57.2pp | 4.60%+12.4pp | 73.15%-56.1pp |
| Employer contribution / active EE | $3,786 | $1,786+112.0% | $2,456+54.2% | $2,343+61.6% |
| Participant deferral / active EE | $2,491 | $2,823-11.7% | $3,548-29.8% | $3,332-25.2% |
| Admin fee / account holder | $215 | $4,236-94.9% | $5,417-96.0% | $4,645-95.4% |